Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Karner Bekeza is a Certified Financial Planner® with over 7 years of experience in the financial services industry. Mackenzie is currently an Investment Advisor Representative with RFG Advisory, LLC, where she provides financial planning and investment advisory services to individuals, families, and businesses. Mackenzie is licensed to provide financial advice in Colorado and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
01/08/2024 - Present
RFG Advisory, LLC (COLORADO SPRINGS CO)
IA
Issued 06/29/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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