National Financial Services

NATIONAL FINANCIAL SERVICES LLC

Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. As of June 30, 2014, National Financial Services LLC serviced 20 million accounts representing $3.3 trillion in assets under administration.

QUALITY SERVICE FOR YOUR ACCOUNT

In our efforts to provide you with quality service, Investacorp, our broker-dealer, has an agreement with National Financial Services LLC to provide the following:

• trade execution, clearing, and settlement of securities transactions
• periodic statements and trade confirmations
• custody, receipt, and delivery of funds and securities
• extension of margin credit upon approval

To learn more about National Financial Services LLC, click here.