Jolie Riekofski, financial advisor Corning NY
90 score

Jolie Riekofski

CRD Number: 6171720
Current Firm: Socha Financial Group

Jolie Riekofski (CRD# 6171720) is an Investment Advisor Representative working at Socha Financial Group in Corning, NY and has 1 year of experience in the finance industry. Jolie Riekofski 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.

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Professional Designations
Company Name Location Dates Years
Socha Financial Group Corning, NY Feb 2011 - Current 7
Howell, Liberatore & Associates Elmira, NY Feb 2007 - Feb 2011 4

Jolie Riekofski has no recent exams reported.
Contact Info for Jolie K. Riekofski
Phone Number: 607-962-0605
Registered State(s):
  • FL
  • NC
  • PA
  • SC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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