ADVISOR
RECRUITING

866-462-4432

CUSTOMER
SERVICE

800-552-3319

Dual Clearing Through National Financial Services LLC and Pershing LLC
nfs

National Financial Services LLC is a leading provider of clearing and custody solutions to more than 300
broker-dealers throughout the U.S. Established in 1983, National Financial Services LLC, a Fidelity Investments company, is one of the largest providers of brokerage services. As of December 21, 2013, National Financial Services LLC serviced 25 million brokerage accounts representing $3.2 trillion in assets. Its parent company, Fidelity Investments is one of the world’s largest providers of financial services, with custodied assets of $4.6 trillion, including managed assets of $1.9 trillion as of December 21, 2013.

The strength and reputation associated with Fidelity Investments is one of the many reasons we are pleased to partner with National Financial Services LLC. Our relationship with National Financial Services LLC provides trade execution, clearing, and other related services for your commission and fee-based brokerage accounts. National Financial Services LLC offers access to a dedicated service model, leading investment solutions, and access to Streetscape— a powerful global trading platform.

 
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Pershing

Pershing has been a leading global provider of financial business solutions for 75 years, and serves many of the world's most respected financial organizations. In addition to SIPC protection, accounts held at Pershing have coverage in excess of SIPC limits through Lloyd’s of London. Pershing’s parent company, the Bank of New York Mellon, has $27.6 trillion in assets under custody or administration and $1.6 trillion under management. (as reported 12/31/13)

Our relationship with Pershing offers you access to NetX360, Pershing’s revolutionary technology platform providing the tools needed to manage clients’ accounts, deliver first-rate service, and develop new sales and revenue opportunities. NetX360 offers one complete solution to efficiently manage your entire business, whether commission or fee-based.

The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Pershing, NFS and their affiliates are not affiliated with SagePoint Financial, Inc.

 
RECRUITING HOTLINE

866-462-4432

Connect With Us

Facebook Twitter  YouTube

Share This Page
Share |

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA, SIPC and registered investment adviser.

Securities may lose value. Not FDIC/ NCUA insured. Not Bank or Credit Union guaranteed.

Arizona Alaska Alabama Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming