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Jeffrey Curtis Furest

FIRST FINANCIAL COACHING, INC.·MT. CLEMENS, Michigan
SIE, Series 6, Series 7, Series 22, Series 24, Series 63CFP16 years registeredFIRST FINANCIAL COACHING, INC.
144 SOUTH MAIN ST., MT. CLEMENS, MI 48043CRD# 1347372Firm CRD# 152070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Curtis Furest · MT. CLEMENS, MI
Registration
CRD #1347372 · FIRST FINANCIAL COACHING, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

FIRST FINANCIAL COACHING, INC.
Mar 2010 – present
LINCOLN FINANCIAL SECURITIES CORPORATION
Nov 2009 – Feb 2010
MOUNT CLEMENS, MI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 63
Registration record
First registered · November 10, 2009
Years registered · 16
Professional designation · CFP
03

Disclosure History

2003Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
FIRST FINANCIAL COACHING, INC.
CRD 152070 · SEC 801-128612
AUM
$255M
Regulatory assets under management
Employees
8
1,832 client accounts
Services offered by FIRST FINANCIAL COACHING, INC.
Per Form ADV
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Nonprofits & Foundations
View all advisors at FIRST FINANCIAL COACHING, INC. →
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05

Frequently Asked Questions

What services does Jeffrey Curtis Furest offer?
Jeffrey Curtis Furest is a registered financial advisor in MT. CLEMENS, Michigan. Contact their office for details on services offered.
What are Jeffrey Curtis Furest's credentials?
Jeffrey Curtis Furest holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey Curtis Furest located?
Jeffrey Curtis Furest is based in MT. CLEMENS, Michigan, working with FIRST FINANCIAL COACHING, INC.. Their office serves clients in the MT. CLEMENS metropolitan area and surrounding communities.
How does Jeffrey Curtis Furest charge for services?
Jeffrey Curtis Furest's firm is compensated through subscription fees, other: solicitors fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST FINANCIAL COACHING, INC.?
FIRST FINANCIAL COACHING, INC. has approximately 8 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIRST FINANCIAL COACHING, INC.

Michael Norman Sarcheck
MT. CLEMENS, MI

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