Directory of Financial Services Listing
COMPANY INFORMATION
| Company Name: |
Pension Planners of West Texas |
| Address: |
8340 Gateway East, Suite 200 |
| City: |
El Paso |
| State: |
TX |
| Zip Code: |
79907 |
| Telephone: |
(915) 599 - 8500 |
| Fax: |
(915) 599 - 8503 |
| Web address: |
www.joetammen.com |
| |
|
PERSONAL INFORMATION
| |
Name |
Telephone # |
Email address |
| 1. |
Joseph (Joe) Tammen |
(915) 599 - 8500 |
jtammen@ims-securities.com |
PROFILE INFORMATION
Licenses and Education:
Securities Licenses: Series 7 and 63
Insurance Licenses (Life, Health, Disability, etc): Life and Health
Other Licenses and Designations (ChFEBCSM, CFP®, CPA, etc.): ChFEBC
Education/Area of Study: 4 years college / Business
Associations and Affiliations:
Experience:
I have / The office has been providing financial and/or related advice to clients for 4 years.
How I/we charge clients for services:
--- |
Fee for Financial Planning (initial, hourly, and/or retainer) |
--- |
Fee based on percentage of assets managed; percentage ranges |
X |
Commissions, trail fees, redemption fees, account fees, etc. |
--- |
Other: |
Financial services provided:
--- |
Tax preparation |
--- |
Comprehensive financial planning |
X |
Investment and asset management |
X |
Insurance |
--- |
Elder and long-term care planning |
--- |
Estate planning |
X |
Retirement planning |
--- |
Cash management and budgeting |
X |
Stock and bond brokerage |
--- |
Other: |
Specialty: Developing comprehnsive retirement plans for Federal Employees utilizing safe and intovative methods
I am (or my firm is) registered with the SEC as an investment adviser. No
If so, in what states?
Number of employees who work in your office/firm:
X |
1-5 |
--- |
6-10 |
--- |
11-50 |
--- |
51-99 |
--- |
100 or more |
My affiliation with the office/firm:
--- |
President/CEO/Owner |
--- |
Employee |
X |
Independent Contractor |
--- |
Other: |
Broker/dealer affiliation:
--- |
No affiliation |
X |
Affiliated with IMS Securities Inc., West 8 Tower,10205 Westhemier, Houston, TX 77042, (713) 266-2993 |
| The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net. |
|
