Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers. YP, the YP logo and all other YP marks contained herein are trademarks of YP LLC and/or YP affiliated companies. Website: www.mybrokerageinfo.com TruePath Financial Planning. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Request consultation. Your resource for important regulatory and supplemental tax-related information from National Financial Services LLC (NFS). 505.433.2255. Buying And Selling Fine Jewelry For Over 20 Years. Address 2261 Q Street NE, Suite 2A, Albuquerque NM 87110 Directions Office hours: Monday to Friday: 8:30 a.m. - 5:00 p.m. A financial advisory practice of Ameriprise Financial Services, LLC. Fidelity does administer plans for many companies. International Association of Better Business Bureaus. How to understand and fix the most common National Financial Services LLC problems. 1 for 33 years. Type of business. These factors are similar to those you might use to determine which business to select from a local Yellow Pages directory, including proximity to where you are searching, expertise in the specific services or products you need, and comprehensive business information to help evaluate a business's suitability for you. for 33 years. Security National Financial Services Beginning January 14, 2022 online access to your accounts will only be available via AdviceWorks. 2 $6.8B in dividends expected to be paid in 2023 4 No. National Financial Services Llc in Albuquerque, NM About Search Results Sort: Default All BBB Rated A+/A 1. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. 54.38.33.178 Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement. BBB reports on known marketplace practices. 817-474-6312. Business Address. Fidelity Investments is a financial services business providing mutual funds, brokerage services, retirement plans, asset management accounts, money market funds and tax-exempt investments. National Financial Services, LLC is a brokerage service, operating under Fidelity Brokerage Services. You'll need to include information from the form to to you tax return. Albuquerque, NM Northwestern Mutual office. Awesome! @keyframes _1tIZttmhLdrIGrB-6VvZcT{0%{opacity:0}to{opacity:1}}._3uK2I0hi3JFTKnMUFHD2Pd,.HQ2VJViRjokXpRbJzPvvc{--infoTextTooltip-overflow-left:0px;font-size:12px;font-weight:500;line-height:16px;padding:3px 9px;position:absolute;border-radius:4px;margin-top:-6px;background:#000;color:#fff;animation:_1tIZttmhLdrIGrB-6VvZcT .5s step-end;z-index:100;white-space:pre-wrap}._3uK2I0hi3JFTKnMUFHD2Pd:after,.HQ2VJViRjokXpRbJzPvvc:after{content:"";position:absolute;top:100%;left:calc(50% - 4px - var(--infoTextTooltip-overflow-left));width:0;height:0;border-top:3px solid #000;border-left:4px solid transparent;border-right:4px solid transparent}._3uK2I0hi3JFTKnMUFHD2Pd{margin-top:6px}._3uK2I0hi3JFTKnMUFHD2Pd:after{border-bottom:3px solid #000;border-top:none;bottom:100%;top:auto} National Financial Services, LLC Is this Your Business? $955,100,555: No set account minimum: . BBB Business Profiles generally cover a three-year reporting period. Our associates concentrate on the individual needs of each client and assist them in finding a strategy that will help achieve their financial objectives. Account Being Transfer red Account Number DTC (if known) Account Owner/Trust/Entity Name Account Owner/Trust/Entity Name (s) There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Take a look around our site to learn about the services we provide. BBB Business Profiles are subject to change at any time. An Advisory Built to Withstand the Test of Time. National Financial Companies is a merchant banking firm founded in 1991 to pursue high growth investment opportunities. The Company's audited consolidated financial statements for the three months and year ended December 31, 2020, as well as its accompanying management discussion and analysis ("MD&A") and the BAR. Fidelity does administer plans for many companies. Box 28019 Albuquerque, NM 87125-8019 CUSTOMER NAME ADDRESS CITY STATE ZIP Envelope 0000000000 2022 Form 1099-SA Distributions from an HSA 123-456789 ***-**-0000 1 of 2 Federal ID Number: 00-0000000 Customer Service:800-544-3716 Visit Us Online:Fidelity.com I called Fidelity (investment firm) and someone there confirmed that they do use National Financial Services to cut checks. Phone Numbers Contact Information Customer Service Fix Common Issues Local Listings Get the App ._2ik4YxCeEmPotQkDrf9tT5{width:100%}._1DR1r7cWVoK2RVj_pKKyPF,._2ik4YxCeEmPotQkDrf9tT5{display:-ms-flexbox;display:flex;-ms-flex-align:center;align-items:center}._1DR1r7cWVoK2RVj_pKKyPF{-ms-flex-pack:center;justify-content:center;max-width:100%}._1CVe5UNoFFPNZQdcj1E7qb{-ms-flex-negative:0;flex-shrink:0;margin-right:4px}._2UOVKq8AASb4UjcU1wrCil{height:28px;width:28px;margin-top:6px}.FB0XngPKpgt3Ui354TbYQ{display:-ms-flexbox;display:flex;-ms-flex-align:start;align-items:flex-start;-ms-flex-direction:column;flex-direction:column;margin-left:8px;min-width:0}._3tIyrJzJQoNhuwDSYG5PGy{display:-ms-flexbox;display:flex;-ms-flex-align:center;align-items:center;width:100%}.TIveY2GD5UQpMI7hBO69I{font-size:12px;font-weight:500;line-height:16px;color:var(--newRedditTheme-titleText);white-space:nowrap;overflow:hidden;text-overflow:ellipsis}.e9ybGKB-qvCqbOOAHfFpF{display:-ms-flexbox;display:flex;-ms-flex-align:center;align-items:center;width:100%;max-width:100%;margin-top:2px}.y3jF8D--GYQUXbjpSOL5.y3jF8D--GYQUXbjpSOL5{font-weight:400;box-sizing:border-box}._28u73JpPTG4y_Vu5Qute7n{margin-left:4px} More Info (505) 257-1087 More Info (505) 830-4800 All customer reviews are handled by the BBB where the company is Headquartered or a central customer review processing location. * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity, however, the tools, guidance, and educational materials on these sites may be helpful to others as well. 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Investment management services are provided on a discretionary and non-discretionary basis. If I got an unsolicited check through the mail with no accompanying paperwork, i'd tear it up. If you don't know, it is a scam. Edward Jones - Financial Advisor: Alexis Bachicha, Edward Jones - Financial Advisor: Bernard L Ela, Edward Jones - Financial Advisor: Beth A Chase, Edward Jones - Financial Advisor: Julie R Epling, Edward Jones - Financial Advisor: Mary Bunch, Edward Jones - Financial Advisor: Matthew J Ports, Edward Jones - Financial Advisor: Moira K Amado-McCoy, Edward Jones - Financial Advisor: Nathan A Wilkes, Edward Jones - Financial Advisor: Ric Tredwin, Edward Jones - Financial Advisor: Roman Anaya, Edward Jones - Financial Advisor: Ryan Guth, Edward Jones - Financial Advisor: Todd White, Edward Jones - Financial Advisor: Zane A Myers, Edward Jones - Financial Advisor: Andrew L Spears, Edward Jones - Financial Advisor: Jim Byrd, Edward Jones - Financial Advisor: Mike Enriquez. .Rd5g7JmL4Fdk-aZi1-U_V{transition:all .1s linear 0s}._2TMXtA984ePtHXMkOpHNQm{font-size:16px;font-weight:500;line-height:20px;margin-bottom:4px}.CneW1mCG4WJXxJbZl5tzH{border-top:1px solid var(--newRedditTheme-line);margin-top:16px;padding-top:16px}._11ARF4IQO4h3HeKPpPg0xb{transition:all .1s linear 0s;display:none;fill:var(--newCommunityTheme-button);height:16px;width:16px;vertical-align:middle;margin-bottom:2px;margin-left:4px;cursor:pointer}._1I3N-uBrbZH-ywcmCnwv_B:hover ._11ARF4IQO4h3HeKPpPg0xb{display:inline-block}._2IvhQwkgv_7K0Q3R0695Cs{border-radius:4px;border:1px solid var(--newCommunityTheme-line)}._2IvhQwkgv_7K0Q3R0695Cs:focus{outline:none}._1I3N-uBrbZH-ywcmCnwv_B{transition:all .1s linear 0s;border-radius:4px;border:1px solid var(--newCommunityTheme-line)}._1I3N-uBrbZH-ywcmCnwv_B:focus{outline:none}._1I3N-uBrbZH-ywcmCnwv_B.IeceazVNz_gGZfKXub0ak,._1I3N-uBrbZH-ywcmCnwv_B:hover{border:1px solid var(--newCommunityTheme-button)}._35hmSCjPO8OEezK36eUXpk._35hmSCjPO8OEezK36eUXpk._35hmSCjPO8OEezK36eUXpk{margin-top:25px;left:-9px}._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP,._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP:focus-within,._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP:hover{transition:all .1s linear 0s;border:none;padding:8px 8px 0}._25yWxLGH4C6j26OKFx8kD5{display:inline}._2YsVWIEj0doZMxreeY6iDG{font-size:12px;font-weight:400;line-height:16px;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;padding:4px 6px}._1hFCAcL4_gkyWN0KM96zgg{color:var(--newCommunityTheme-button);margin-right:8px;margin-left:auto;color:var(--newCommunityTheme-errorText)}._1hFCAcL4_gkyWN0KM96zgg,._1dF0IdghIrnqkJiUxfswxd{font-size:12px;font-weight:700;line-height:16px;cursor:pointer;-ms-flex-item-align:end;align-self:flex-end;-webkit-user-select:none;-ms-user-select:none;user-select:none}._1dF0IdghIrnqkJiUxfswxd{color:var(--newCommunityTheme-button)}._3VGrhUu842I3acqBMCoSAq{font-weight:700;color:#ff4500;text-transform:uppercase;margin-right:4px}._3VGrhUu842I3acqBMCoSAq,.edyFgPHILhf5OLH2vk-tk{font-size:12px;line-height:16px}.edyFgPHILhf5OLH2vk-tk{font-weight:400;-ms-flex-preferred-size:100%;flex-basis:100%;margin-bottom:4px;color:var(--newCommunityTheme-metaText)}._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX{margin-top:6px}._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX._3MAHaXXXXi9Xrmc_oMPTdP{margin-top:4px} SOFC June 30, 2022 (unaudited) (PDF) SOFC December 31, 2021 (audited) (PDF) 602904.21. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. National Financial Services LLC Tax and Regulatory Resources Your resource for important regulatory and supplemental tax-related information from National Financial Services LLC (NFS). Box 28019 Albuquerque, NM 87125-8019 2019 TAX REPORTING Fidelity National Financial, Inc 8300 Carmel Avenue Ne # 202 Albuquerque, NM 87122 (505) 796-0840 Visit Website Get Directions Similar Businesses Detailed Information Location TypeBranch Year Establishedunknown Annual Revenue Estimateunknown SIC Code show NAICS Code show Employeesunknown Contactsshow There are no reviews yet. After the screenForm Successfully Deleted, go back to the forms list, and the top of your screen. My income was from MIT Pension Plan (already listed), Social Security, and required minimum withdrawals from Fidelity IRA and TIAA-CREF 403b. Online, offline, email, or postal. Address: 6707 Academy Rd NE Ste C Albuquerque, NM, 87109-3362 United States See other locations Phone: ? View Calculators Contact Us Please feel free to contact us with any questions. Advertising / Deceptive: National Financial Services, LLC Irvine, California. If you don't get a satisfactory response on the phone, try looking on Fidelity's web site, and see if there's a store near you. All Companies Named NATIONAL FINANCIAL SERVICES, LLC Search All New Mexico Companies Learn About Our Pro Search Subscription Service The information on this page is being provided for the purpose of informing the public about a matter of genuine public interest. The Eckelman Bergamo Yablonsky Team - UBS Financial Services Inc. Q Financial Planning-Ameriprise Financial Service Inc. YP advertisers receive higher placement in the default ordering of search results and may appear in sponsored listings on the top, side, or bottom of the search results page. Information to help you complete annual tax returns: Annual notices on how NFS protects your account and privacy: National Financial Services LLC | My Brokerage Info, Importing NFS Tax Information into TaxAct, Importing NFS Tax Information into TurboTax, Importing NFS Tax Information into H&R Block, National Financial Services LLC Business Continuity Statement, National Financial Services LLC Important Information Regarding Your Account, National Financial Services LLC New Brokerage Account Disclosures, Premiere Select Defined Contribution Profit Sharing/Money Purchase Plan Restatement Mailer, Premiere Select Defined Contribution Individual 401(k) Plan Restatement Mailer, Municipal Investor Education & Protection Disclosure: Find More Information in the Regulatory Insert, Section 7, National Financial Services LLC, Member NYSE, SIPC 245 Summer St, Boston MA 02210. Doing Business As. I figured out this was actually an import from my USAA brokerage account. The action you just performed triggered the security solution. National Calibration Inc Calibration Service Website 28 YEARS IN BUSINESS (505) 252-7288 Southwest Financial Services of Albuquerque, Inc. Citi Corp Person-to-Person Financial Center Inc, Lighthouse Financial Group Inc of New Mexico. As a matter of policy, BBB does not endorse any product, service or business. 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