Jeffrey Furest (CRD# 1347372) is an Investment Advisor Representative working at First Financial Coaching, Inc. in Mount Clemens, MI and has over 39 years of experience in the finance industry. Jeffrey Furest has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Financial Coaching, Inc. | Mt. Clemens, MI | Sep 2009 - Current | 14 |
| First Financial Services | Mt Clemens, MI | Nov 1984 - Current | 39 |
| Triad Advisors, Inc. | Norcross, GA | Feb 2010 - Dec 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1985 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- TX
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Total Assets Under Management255MILLIONS
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Total Number of Accounts1,832ACCOUNTS
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Average Account Value$139,021
- Fixed fees (other than subscription fees)
- Other
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, FL, GA, IL, KY, MI, MN, NC, OH, SC, TX, WI
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