National Financial Services, LLC offers integrated brokerage solutions to clients ranging from retail broker/dealer to institutional investment firms. It offers clearing solutions, such as core processing, business continuity, reporting, and middle-office solutions; capital markets solutions, including retail offering and institutional offering; and brokerage technology solutions, such as professional and customer solutions to access investment services. The company also offers investment solutions, such as fee-based programs, retirement products and programs, annuities program, asset management accounts, margin borrowing, mutual fund solutions, and wealth management; business building solutions, including research, continuing education, marketing and sales, compliance solutions, business services, and technology; and client support solutions, such as relationship and client service management, client integration, training, brokerage technical services, and client communications and feedback. It has locations in New York, Chicago, Boston, Atlanta, San Francisco, Newport Beach, and Jersey City. The company is based in New York, New York with additional offices in Boston, Atlanta, Chicago, and San Francisco. National Financial Services, LLC operates as a subsidiary of Fidelity Brokerage Services LLC.
National Financial Services is an industry leader with 36,000 employees and an annual revenue of $2.8B that is headquartered in the United States.