Client Liaison and Account Specialist
FINRA Series 7 and 63 registrations and
NYS Notary Public
I am happy as a licenced assistant to handle specific account questions and requests you may have.
Client Service and Information Coordinator
I help gather all the information needed for your meetings and am your go to person for general service related requests.
OakWood Financial Services
1680 Empire Blvd, Ste. 400
Webster, NY 14580
Telephone: (585) 787-6870
Fax: (585) 787-6871
Need Assistance Form