Jolie RiekofskiCRD 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.
Burns Matteson Capital Management
Tlg Advisors, Inc.
State Farm Investment Management Corp.
|Socha Financial Group||Corning, NY||Feb 2011 - Current||6|
|Howell, Liberatore & Associates||Elmira, NY||Feb 2007 - Feb 2011||4|
|Tta, LLC||Hornell, NY||Feb 2002 - Feb 2007||5|
Total Assets Under Management220MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$146,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, MA, MD, NC, NJ, NY, PA, SC, TN, TX, VA