National Financial Services LLC
National Financial Services LLC
A POWERFUL
COMBINATION
As your financial professional, we’re expected to make decisions about your money
based on the highest degree of scrutiny.
You can be assured that we use the same approach when choosing the service
providers we employ to help meet your financial objectives. This is why we’ve
selected National Financial Services LLC, a Fidelity Investments company,
as our custodian.
A POWERFUL
COMBINATION
As your financial professional, we’re expected to make decisions about your money
based on the highest degree of scrutiny.
You can be assured that we use the same approach when choosing the service providers we employ to help meet your financial objectives. This is why we’ve selected National Financial Services LLC, a Fidelity Investments company, as our custodian.
A custodian is a financial institution that has certain regulatory responsibilities for an
investor’s securities.
Investments that you entrust to our firm are placed in custody with Fidelity’s clearing firm,
National Financial Services LLC (NFS) — one of the largest clearing providers in the industry.
A clearing firm is an organization that, among other things, handles the execution, clearance,
and settlement of transactions.
When you’re selecting your financial professional, considering who they use to custody your
investments can be critical.
WHAT IS A CUSTODIAN?
WHAT IS
A CUSTODIAN?
A custodian is a financial institution that has certain regulatory responsibilities for an
investor’s securities.
Investments that you entrust to our firm are placed in custody with Fidelity’s clearing firm, National Financial Services LLC (NFS) — one of the largest clearing providers in the industry. A clearing firm is an organization that, among other things, handles the execution, clearance,
and settlement of transactions.
When you’re selecting your financial professional, considering who they use to custody your
investments can be critical.
OUR FIRM AND FIDELITY – HOW WE WORK TOGETHER FOR YOU
Our selection of Fidelity Investments, one of the largest providers of financial services in the nation, enables our firm to offer you the products, services, and investments that can go a long way in helping you meet your goals.
OUR FIRM AND
FIDELITY –
HOW WE WORK
TOGETHER
FOR YOU
Our selection of Fidelity Investments, one of the largest providers of financial services in the nation, enables our firm to offer you the products, services, and investments that can go a long way in helping you meet your goals.
For investment professional use only. Not authorized for distribution to the public as sales material in any form.
Fidelity Clearing & Custody Solutions® and National Financial Services LLC (together Fidelity®) are independent companies, unaffiliated with your financial advisor. Fidelity is a service provider to your advisor. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein.
Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, members NYSE, SIPC.
GO INDEPENDENT
Contact Us to discuss payout rates and packages.
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Western International Securities, 70 S. Lake Ave., Suite 700, Pasadena, CA 91101 Corporate: (877) 278 7689
National Financial Services LLC is an independent company, unaffiliated with Western International Securities, Inc. (WIS) or any other third parties referenced herein. NFS is a service provider to WIS. There is no form of legal partnership, agency affiliation, or similar relationship between WIS and NFS, nor is such a relationship created or implied by the information herein. NFS has not been involved with the preparation of the content supplied by WIS and does not guarantee, or assume any responsibility for its content. 747054.1.0
©2015 Pershing LLC, member FINRA, NYSE, and SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Pershing LLC, Western International Securities, Inc., and National Financial Services LLC are separate unaffiliated companies that are not responsible for the products and services of the other. Trademarks, service marks and logos belong to their respective owners. All rights reserved. Used with permission.
Western International Securities, Inc. (“Western”) has a Fully Disclosed Clearing Agreement (“Agreement”) with Wedbush Securities Inc (“Wedbush”). Western has no other affiliation, partnership, ownership interest, etc. with Wedbush or its affiliates nor is there any other relationship beyond the Agreement.
GO INDEPENDENT
Contact Us to discuss payout rates and packages.
Western International Securities, 70 S. Lake Ave., Suite 700, Pasadena, CA 91101 Corporate: (877) 278 7689
National Financial Services LLC is an independent company, unaffiliated with Western International Securities, Inc. (WIS) or any other third parties referenced herein. NFS is a service provider to WIS. There is no form of legal partnership, agency affiliation, or similar relationship between WIS and NFS, nor is such a relationship created or implied by the information herein. NFS has not been involved with the preparation of the content supplied by WIS and does not guarantee, or assume any responsibility for its content. 747054.1.0
©2015 Pershing LLC, member FINRA, NYSE, and SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Pershing LLC, Western International Securities, Inc., and National Financial Services LLC are separate unaffiliated companies that are not responsible for the products and services of the other. Trademarks, service marks and logos belong to their respective owners. All rights reserved. Used with permission.
Western International Securities, Inc. (“Western”) has a Fully Disclosed Clearing Agreement (“Agreement”) with Wedbush Securities Inc (“Wedbush”). Western has no other affiliation, partnership, ownership interest, etc. with Wedbush or its affiliates nor is there any other relationship beyond the Agreement.