Jeff Tamas RICP®️

Jeff Tamas RICP®️

Financial Representative

Followers of Jeff Tamas RICP®️13000 followers
location of Jeff Tamas RICP®️Port Charlotte, Florida, United States

Connect with Jeff Tamas RICP®️ to Send Message

Connect

Connect with Jeff Tamas RICP®️ to Send Message

Connect
  • Timeline

  • About me

    Chief Executive Officer at Ideal Retirement Solutions, LLC

  • Education

    • The American College of Financial Services

      2019 - 2034
      RICP Retirement income planning.
    • Chesapeake Bible College & Seminary

      2012 - 2014
      Biblical leadership
    • Kaplan University

      2014 - 2016
      Financial Planning and Services
  • Experience

    • Modern Woodmen of America

      Jul 2014 - Jun 2019
      Financial Representative

      With Modern Woodmen of America, you get more than financial services. You get fraternalism. Since 1883, we’ve been bringing people together, supporting families and strengthening communities. We exist, not for the benefit of stockholders, but for our members. We’re here for you. In 2013, Modern Woodmen provided more than $20 million and more than 507,600 volunteer hours for local community causes. More than 770,000 members nationwide are joined by our common bonds. Financial security Life insurance, annuity, investment* and banking products Quality family life Local activities and member benefits for you and your family Community impact Volunteer projects to help you make a difference locallyLife Insurance Retirement Planning Financial Services *Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC. www.finra.org www.sipc.org Products are available in most states. Individual representatives may not be licensed to sell all products. Mostrar menos

    • Ideal Retirement Solutions

      Jul 2019 - now
      Chief Executive Officer
  • Licenses & Certifications

    • Investment Advisor

      North American Securities Administrators Association
    • Series 26 securities license limited principal.

      FINRA (Financial Industry Regulatory Authority)
      Jun 2015
      View certificate certificate
    • 215 Life,Health & Variable Annuities

      Florida Department of Financial Services
      Sept 2014
    • FIC, Fraternal Insurane Counselor

      Kinder Brothers International
      Oct 2014
      View certificate certificate
    • Certified Fraternal Field Manager, CFFM

      Kinder Brothers International
      Jan 2017
      View certificate certificate
    • Retirement Income Certified Professional®

      The American College of Financial Services
      May 2021
      View certificate certificate
    • MIllion Dollar Round Table

      MDRT
      Jan 2019
    • Series 6 securities license

      FINRA (Financial Industry Regulatory Authority)
      Dec 2014
      View certificate certificate
  • Volunteer Experience

    • Marriage and family counseling Pastor

      Issued by Foundation Church on Feb 2014
      Foundation ChurchAssociated with Jeff Tamas RICP®️
    • Family Pastor

      Issued by Christian Churchs on Sept 2005
      Christian ChurchsAssociated with Jeff Tamas RICP®️
    • Executive Board Chair

      Issued by Young Life on Dec 2015
      Young LifeAssociated with Jeff Tamas RICP®️