Rebecca Keiffert
Rebecca Keiffert is a registered investment advisor at Rosemark Advisors, INC., based in Bohemia, NY, with 4 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
RoseMark Advisors may charge a fee for financial plans or cash flow models, depending on the service level. These fees are negotiable, and sometimes the service is provided without a fee. Fixed fees typically range from $500 to $5,000, quoted in advance. Half the fee is collected upfront, and the balance is due upon completion of the written plan. RMA may also review client investment statements and provide opinions on their current allocation and holdings.
Location
5 Orville Drive, Suite 400, Bohemia, NY, 11716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rebecca is involved in several businesses, including Hometown Insurance Agency of LI Inc (75% owner and CEO), ERM, LLC (33% owner and partner), AMAC Senior Resources Network, Inc. (26% owner and CEO), AMAC Broker Services, Inc. (CEO), Service Award Associates (42% owner), and Association of Mature American Citizens, Inc. (10% owner & CEO). These businesses include property casualty insurance, life, accident & health insurance, insurance consulting, field maintenance for health products, management and advisory services, and membership benefits.
Employment History
Current Registrations
Rosemark Advisors, INC.
Previous Registrations
Rosemark Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.