Timothy Ferris Email & Phone Number
@army.mil
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Who is Timothy Ferris? Overview
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Timothy Ferris is listed as owner at an independent insurance & benefits brokerage, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at army.mil and a matched LinkedIn profile for Timothy Ferris.
Timothy Ferris previously worked as investment advisor representative at The Capital Financial Group / H. Beck, Inc. and resident at Brooklyn Centre, A Park Neighborhood Of The City Of Cleveland, Ohio. Timothy Ferris holds Chartered Financial Consultant (Chfc), Financial Planning And Services from The American College.
Email format at an independent insurance & benefits brokerage
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AeroLeads found 1 current-domain work email signal for Timothy Ferris. Compare company email patterns before reaching out.
About Timothy Ferris
I've evolved and matured along with my profession since 1982 and have garnered some unique perspectives along the way. Today, I'm talking about new directions and fresh business models bringing about the emergence of a true profession, another "learned profession." What is our new vocabulary? How much mutuality of interest can we truly have with clients? How can we implement this in a professional advisory practice?The evolution is accelerating, and the part that requires registrations has become ancillary to the main points of the discussion. Now is the time to reframe the entire dialogue, with lots of client input and participation, on an on-going basis. It's always been good to acknowledge that "the customer is always right."Today, though we bandy about terms like "open space" and "open source" to describe new dynamics and techniques, the idea is basically the same: We exist to serve the clients' best interests, as they are revealed to us in the on-going advisor-client dialogue.Specialties: advice, plans, facilitation, aggregation, integration, cash flow, systems.SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH H. BECK, INC., MEMBER FINRA/SIPC, A REGISTERED BROKER-DEALER AND AN SEC-REGISTERED INVESTMENT ADVISOR.
Timothy Ferris's current company
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Timothy Ferris work experience
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Investment Advisor Representative
CurrentH. Beck is the fifth broker-dealer affiliation of my career, which now spans 34 years and requires this disclaimer: SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH H. BECK, INC., MEMBER FINRA/SIPC, A REGISTERED BROKER-DEALER AND AN SEC-REGISTERED INVESTMENT ADVISOR.
Owner
CurrentThis is the oldest part of my independent practice, dating back to my first leap into total autonomy in October of 1989.
Resident
CurrentI continue to strive for a balanced and responsible lifestyle, in the city, at the edge of the Cuyahoga Valley.
Agent/Field Underwriter
CurrentI write applications and perform field underwriting on insurance contracts which are then forwarded for approval and issue; I deliver completed contracts to owners; I provide service on life and health insurance books of business.
Father Of Two, Grandfather Of Two
CurrentDoting grandfather to Teagan and Maggie, proud dad to Maureen and Katie, appreciative father-in-law to Geri, loving husband to Gloria.
Real-Estate Agent
Ohio
Infantry Captain
I cleverly beat the draft (and ended the suspense) by enlisting and going through Officer Candidate School. In retrospect, this was a fairly decent lifestyle and a short career in which I met many fine people.
Construction Worker
Following the Tet Offensive, I marked time working construction, waiting, waiting, waiting on the draft.
Timothy Ferris education
Chartered Financial Consultant (Chfc), Financial Planning And Services
Facilitator, Implementation Of Group Dialogue, Race Relations, American Studies
A. B., Major In English, Minor In Theology
High-School Diploma, College Preparatory
Frequently asked questions about Timothy Ferris
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What company does Timothy Ferris work for?
Timothy Ferris works for an independent insurance & benefits brokerage.
What is Timothy Ferris's role at an independent insurance & benefits brokerage?
Timothy Ferris is listed as owner at an independent insurance & benefits brokerage.
What is Timothy Ferris's email address?
AeroLeads has found 1 work email signal at @army.mil for Timothy Ferris at an independent insurance & benefits brokerage.
Where is Timothy Ferris based?
Timothy Ferris is based in Cleveland, Ohio, United States while working with an independent insurance & benefits brokerage.
What companies has Timothy Ferris worked for?
Timothy Ferris has worked for An Independent Insurance & Benefits Brokerage, The Capital Financial Group / H. Beck, Inc., Brooklyn Centre, A Park Neighborhood Of The City Of Cleveland, Ohio, Various Mutual And Stock Insurance Companies, and The Ferris Family.
How can I contact Timothy Ferris?
You can use AeroLeads to view verified contact signals for Timothy Ferris at an independent insurance & benefits brokerage, including work email, phone, and LinkedIn data when available.
What schools did Timothy Ferris attend?
Timothy Ferris holds Chartered Financial Consultant (Chfc), Financial Planning And Services from The American College.
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