This Investor Center: 800-418-6291 (office hours only) Fidelity Customer Service Center: 800-343-3548 (24/7) We look forward to hearing from you soon! Your broker/dealer has a relationship with National Financial Services LLC (NFS). 3, Report #668282 . BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity's own businesses. If you have fallen for a scam, you can post your experience here to warn others. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. Online, offline, email, or postal. National Financial Services LLC Statement of Financial Condition Use of this site involves the electronic transmission of personal financial information. If all else fails, call the issuing bank of the check and see if they will verify funds, if account number is valid, account is open, etc. 220 0 obj <>stream .s5ap8yh1b4ZfwxvHizW3f{color:var(--newCommunityTheme-metaText);padding-top:5px}.s5ap8yh1b4ZfwxvHizW3f._19JhaP1slDQqu2XgT3vVS0{color:#ea0027} The salary range is from $63,084 to $78,095. Albuquerque, NM Northwestern Mutual office. Visiting our Office. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. If I got an unsolicited check through the mail with no accompanying paperwork, i'd tear it up. 6565 Americas Parkway NE . I had all my investments with USAA (a couple IRAs and a managed mutual fund). If you post a picture of the check with your name blocked out (you can post the picture to imgur and link it in your post body), we can help further. Fidelity Investments is a financial services business providing mutual funds, brokerage services, retirement plans, asset management accounts, money market funds and tax-exempt investments. The Registered Agent on file for this company is National Business Services, LLC and is located at 1112 San Pedro Dr Ne #188, Albuquerque, NM 87110. I spent my last 11 years at the I.R.S. We'll help you get started or pick up where you left off. Troy Tunell, CTFA - UBS Financial Services Inc. David Bruner, CFP, CIMA - UBS Financial Services Inc. Albuquerque, NM Branch Office - UBS Financial Services Inc. Clarence Hughes - UBS Financial Services Inc. Brad Yablonsky - UBS Financial Services Inc. High Desert Institutional Consulting - UBS Financial Services Inc. Sws Financial Services Inc Michael A Castillo. endstream endobj startxref Fidelity Investments is a leading provider of investment management, retirement . National Financial Services LLC Customer Service Phone Number 800-877-2410 - Info & Statistics Phone number to dial 800-877-2410 Call-back available NO Message & get attention NO Call picked up by a real person YES Department you're calling Customer Service Call center hours Mon-Fri 8am-10pm, Sat 8am-8pm, Sun 8am-9pm EST Best time to dial 9:30am Fidelity does administer plans for many companies. 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. What is the Qualified Business Income (QBI) de Should I file my business and personal taxes t How do I enter a 1099-K in TurboTax Online? Been with Intuit for going on 6 years now. National Financial Services, LLC Is this Your Business? My income was from MIT Pension Plan (already listed), Social Security, and required minimum withdrawals from Fidelity IRA and TIAA-CREF 403b. 2023, International Association of Better Business Bureaus, Inc., separately incorporated Better Business Bureau organizations in the US, Canada and Mexico and BBB Institute for Marketplace Trust, Inc. All rights reserved. Please clarify - thanks! If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. h!KCq?u{ X`5~ib ZL/`EX;i=fyf.8s}q.t@i9;b\I>Vpya&bE&2F~"Cs8= '3L>u|3=s=~UerE`V>%rX+9_r-j0 Nn.W ._2Gt13AX94UlLxkluAMsZqP{background-position:50%;background-repeat:no-repeat;background-size:contain;position:relative;display:inline-block} When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints. Quick Look at the Best Financial Advisors in Albuquerque, New Mexico: Best for Client Portal: Portfolio Wealth Advisors, LLC. We . ._9ZuQyDXhFth1qKJF4KNm8{padding:12px 12px 40px}._2iNJX36LR2tMHx_unzEkVM,._1JmnMJclrTwTPpAip5U_Hm{font-size:16px;font-weight:500;line-height:20px;color:var(--newCommunityTheme-bodyText);margin-bottom:40px;padding-top:4px;text-align:left;margin-right:28px}._2iNJX36LR2tMHx_unzEkVM{-ms-flex-align:center;align-items:center;display:-ms-flexbox;display:flex}._2iNJX36LR2tMHx_unzEkVM ._24r4TaTKqNLBGA3VgswFrN{margin-left:6px}._306gA2lxjCHX44ssikUp3O{margin-bottom:32px}._1Omf6afKRpv3RKNCWjIyJ4{font-size:18px;font-weight:500;line-height:22px;border-bottom:2px solid var(--newCommunityTheme-line);color:var(--newCommunityTheme-bodyText);margin-bottom:8px;padding-bottom:8px}._2Ss7VGMX-UPKt9NhFRtgTz{margin-bottom:24px}._3vWu4F9B4X4Yc-Gm86-FMP{border-bottom:1px solid var(--newCommunityTheme-line);margin-bottom:8px;padding-bottom:2px}._3vWu4F9B4X4Yc-Gm86-FMP:last-of-type{border-bottom-width:0}._2qAEe8HGjtHsuKsHqNCa9u{font-size:14px;font-weight:500;line-height:18px;color:var(--newCommunityTheme-bodyText);padding-bottom:8px;padding-top:8px}.c5RWd-O3CYE-XSLdTyjtI{padding:8px 0}._3whORKuQps-WQpSceAyHuF{font-size:12px;font-weight:400;line-height:16px;color:var(--newCommunityTheme-actionIcon);margin-bottom:8px}._1Qk-ka6_CJz1fU3OUfeznu{margin-bottom:8px}._3ds8Wk2l32hr3hLddQshhG{font-weight:500}._1h0r6vtgOzgWtu-GNBO6Yb,._3ds8Wk2l32hr3hLddQshhG{font-size:12px;line-height:16px;color:var(--newCommunityTheme-actionIcon)}._1h0r6vtgOzgWtu-GNBO6Yb{font-weight:400}.horIoLCod23xkzt7MmTpC{font-size:12px;font-weight:400;line-height:16px;color:#ea0027}._33Iw1wpNZ-uhC05tWsB9xi{margin-top:24px}._2M7LQbQxH40ingJ9h9RslL{font-size:12px;font-weight:400;line-height:16px;color:var(--newCommunityTheme-actionIcon);margin-bottom:8px} Take the 3-Minute Confident Retirement check. Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement. If you think someone is trying to scam you, this is the place to ask about it. .LalRrQILNjt65y-p-QlWH{fill:var(--newRedditTheme-actionIcon);height:18px;width:18px}.LalRrQILNjt65y-p-QlWH rect{stroke:var(--newRedditTheme-metaText)}._3J2-xIxxxP9ISzeLWCOUVc{height:18px}.FyLpt0kIWG1bTDWZ8HIL1{margin-top:4px}._2ntJEAiwKXBGvxrJiqxx_2,._1SqBC7PQ5dMOdF0MhPIkA8{vertical-align:middle}._1SqBC7PQ5dMOdF0MhPIkA8{-ms-flex-align:center;align-items:center;display:-ms-inline-flexbox;display:inline-flex;-ms-flex-direction:row;flex-direction:row;-ms-flex-pack:center;justify-content:center} hb````v0!b`0p1vPqj{fFbKVg>oVZ/oeb`yQa-/ *R{$.22HqMga8AQHKs63F3H1.aX4w?:. UPDATE- I noticed that on the envelope it said postage paid by Fidelity. I must fill in "Enter your 1099-R details from National Financial Services LLC as agent for butat the Fidelity website it states I will not be getting TAX Forms this year. @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} 0 Reply TomD8 Level 15 February 23, 2021 1:31 PM Address: 6707 Academy Rd NE Ste C Albuquerque, NM, 87109-3362 United States See other locations Phone: ? National Financial Services LLC Statement of Financial Condition (SOFC) Under the Securities and Exchange Act of 1934, on a semiannual basis, NFS is required to provide information regarding its financial standing. National Financial Services, LLC is a brokerage service, operating under Fidelity Brokerage Services. @keyframes ibDwUVR1CAykturOgqOS5{0%{transform:rotate(0deg)}to{transform:rotate(1turn)}}._3LwT7hgGcSjmJ7ng7drAuq{--sizePx:0;font-size:4px;position:relative;text-indent:-9999em;border-radius:50%;border:4px solid var(--newCommunityTheme-bodyTextAlpha20);border-left-color:var(--newCommunityTheme-body);transform:translateZ(0);animation:ibDwUVR1CAykturOgqOS5 1.1s linear infinite}._3LwT7hgGcSjmJ7ng7drAuq,._3LwT7hgGcSjmJ7ng7drAuq:after{width:var(--sizePx);height:var(--sizePx)}._3LwT7hgGcSjmJ7ng7drAuq:after{border-radius:50%}._3LwT7hgGcSjmJ7ng7drAuq._2qr28EeyPvBWAsPKl-KuWN{margin:0 auto} in Mand Been with Intuit for going on 6 years now. If this doesn't apply to this year, you should be able to delete any forms from National Financial Services that carried over to your return. We primarily look for interesting ideas, trends and early stage ventures and are focused on building world-class businesses. Dont know who they are or why they are sending a check. More Info (505) 257-1087 More Info (505) 830-4800 The top-rated financial partner you can count on: A++ AAA, Aaa, and AA+we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies. We offer services such as, tax preparation, bookkeeping & payroll, From Business: For the last 26 years Fritz has devoted his life to helping widows and widowers. Security National Financial Services Beginning January 14, 2022 online access to your accounts will only be available via AdviceWorks. 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. Our associates concentrate on the individual needs of each client and assist them in finding a strategy that will help achieve their financial objectives. Create an account to follow your favorite communities and start taking part in conversations. National Financial Services LLC is another name for Fidelity. 3240-B Juan Tabo Blvd. How to understand and fix the most common National Financial Services LLC problems. Been part of TTLive, Full Service TTL, was part of Accuracy guaran BBA- Specialization: Accounting, MBA- Specialization: Asset Management, EA. Doing Business As. Looking for more information? Estimate your self-employment tax and eliminate any surprises. I suspect a scam but cant figure it out. National Financial Services LLC Agent for Fidelity Personal Trust Company P.O. If you don't know who they are then don't deposit it. Access the headquarters listing for Fidelity. We have a wide selection of loan products to, From Business: Professional, locally-owned accountants proudly serving the Albuquerque and surrounding areas. 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. will provide innovative solutions that promote honesty, transparency, and accountability in all aspects of the business. We pride ourselves on creating relationships that last. National Financial Services LLC - Company Profile and News - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg. If this doesn't apply to this year, you should be able to delete any forms from National Financial Services that carried over to your return. BBB Business Profiles may not be reproduced for sales or promotional purposes. Over the years, weve worked with people from all walks of life and earned a reputation for attention to detail and unwavering impartiality. 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. 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 28019Albuquerque, NM 87125-8019. Preferred listings, or those with featured website buttons, indicate YP advertisers who directly provide information about their businesses to help consumers make more informed buying decisions. ._3oeM4kc-2-4z-A0RTQLg0I{display:-ms-flexbox;display:flex;-ms-flex-pack:justify;justify-content:space-between} BBB Business Profiles are subject to change at any time. Take a look around our site to learn about the services we provide. Is there an address on it you can use to check? In National Financial Services, LLC is a brokerage service, operating under Fidelity Brokerage Services. National Financial Services LLC as agent for FIDELITY INVESTMENTS P.O. Finding a Top Financial Advisor Firm in Albuquerque, New Mexico. ._38lwnrIpIyqxDfAF1iwhcV{background-color:var(--newCommunityTheme-widgetColors-lineColor);border:none;height:1px;margin:16px 0}._37coyt0h8ryIQubA7RHmUc{margin-top:12px;padding-top:12px}._2XJvPvYIEYtcS4ORsDXwa3,._2Vkdik1Q8k0lBEhhA_lRKE,.icon._2Vkdik1Q8k0lBEhhA_lRKE{border-radius:100%;box-sizing:border-box;-ms-flex:none;flex:none;margin-right:8px}._2Vkdik1Q8k0lBEhhA_lRKE,.icon._2Vkdik1Q8k0lBEhhA_lRKE{background-position:50%;background-repeat:no-repeat;background-size:100%;height:54px;width:54px;font-size:54px;line-height:54px}._2Vkdik1Q8k0lBEhhA_lRKE._1uo2TG25LvAJS3bl-u72J4,.icon._2Vkdik1Q8k0lBEhhA_lRKE._1uo2TG25LvAJS3bl-u72J4{filter:blur()}.eGjjbHtkgFc-SYka3LM3M,.icon.eGjjbHtkgFc-SYka3LM3M{border-radius:100%;box-sizing:border-box;-ms-flex:none;flex:none;margin-right:8px;background-position:50%;background-repeat:no-repeat;background-size:100%;height:36px;width:36px}.eGjjbHtkgFc-SYka3LM3M._1uo2TG25LvAJS3bl-u72J4,.icon.eGjjbHtkgFc-SYka3LM3M._1uo2TG25LvAJS3bl-u72J4{filter:blur()}._3nzVPnRRnrls4DOXO_I0fn{margin:auto 0 auto auto;padding-top:10px;vertical-align:middle}._3nzVPnRRnrls4DOXO_I0fn ._1LAmcxBaaqShJsi8RNT-Vp i{color:unset}._2bWoGvMqVhMWwhp4Pgt4LP{margin:16px 0;font-size:12px;font-weight:400;line-height:16px}.icon.tWeTbHFf02PguTEonwJD0{margin-right:4px;vertical-align:top}._2AbGMsrZJPHrLm9e-oyW1E{width:180px;text-align:center}.icon._1cB7-TWJtfCxXAqqeyVb2q{cursor:pointer;margin-left:6px;height:14px;fill:#dadada;font-size:12px;vertical-align:middle}.hpxKmfWP2ZiwdKaWpefMn{background-color:var(--newCommunityTheme-active);background-size:cover;background-image:var(--newCommunityTheme-banner-backgroundImage);background-position-y:center;background-position-x:center;background-repeat:no-repeat;border-radius:3px 3px 0 0;height:34px;margin:-12px -12px 10px}._20Kb6TX_CdnePoT8iEsls6{-ms-flex-align:center;align-items:center;display:-ms-flexbox;display:flex;margin-bottom:8px}._20Kb6TX_CdnePoT8iEsls6>*{display:inline-block;vertical-align:middle}.t9oUK2WY0d28lhLAh3N5q{margin-top:-23px}._2KqgQ5WzoQRJqjjoznu22o{display:inline-block;-ms-flex-negative:0;flex-shrink:0;position:relative}._2D7eYuDY6cYGtybECmsxvE{-ms-flex:1 1 auto;flex:1 1 auto;overflow:hidden;text-overflow:ellipsis}._2D7eYuDY6cYGtybECmsxvE:hover{text-decoration:underline}._19bCWnxeTjqzBElWZfIlJb{font-size:16px;font-weight:500;line-height:20px;display:inline-block}._2TC7AdkcuxFIFKRO_VWis8{margin-left:10px;margin-top:30px}._2TC7AdkcuxFIFKRO_VWis8._35WVFxUni5zeFkPk7O4iiB{margin-top:35px}._1LAmcxBaaqShJsi8RNT-Vp{padding:0 2px 0 4px;vertical-align:middle}._2BY2-wxSbNFYqAy98jWyTC{margin-top:10px}._3sGbDVmLJd_8OV8Kfl7dVv{font-family:Noto Sans,Arial,sans-serif;font-size:14px;font-weight:400;line-height:21px;margin-top:8px;word-wrap:break-word}._1qiHDKK74j6hUNxM0p9ZIp{margin-top:12px}.Jy6FIGP1NvWbVjQZN7FHA,._326PJFFRv8chYfOlaEYmGt,._1eMniuqQCoYf3kOpyx83Jj,._1cDoUuVvel5B1n5wa3K507{-ms-flex-pack:center;justify-content:center;margin-top:12px;width:100%}._1eMniuqQCoYf3kOpyx83Jj{margin-bottom:8px}._2_w8DCFR-DCxgxlP1SGNq5{margin-right:4px;vertical-align:middle}._1aS-wQ7rpbcxKT0d5kjrbh{border-radius:4px;display:inline-block;padding:4px}._2cn386lOe1A_DTmBUA-qSM{border-top:1px solid var(--newCommunityTheme-widgetColors-lineColor);margin-top:10px}._2Zdkj7cQEO3zSGHGK2XnZv{display:inline-block}.wzFxUZxKK8HkWiEhs0tyE{font-size:12px;font-weight:700;line-height:16px;color:var(--newCommunityTheme-button);cursor:pointer;text-align:left;margin-top:2px}._3R24jLERJTaoRbM_vYd9v0._3R24jLERJTaoRbM_vYd9v0._3R24jLERJTaoRbM_vYd9v0{display:none}.yobE-ux_T1smVDcFMMKFv{font-size:16px;font-weight:500;line-height:20px}._1vPW2g721nsu89X6ojahiX{margin-top:12px}._pTJqhLm_UAXS5SZtLPKd{text-transform:none} Ad 1. NATIONAL FINANCIAL SOLUTIONS, LLC is a New Mexico Domestic Limited-Liability Company filed on April 14, 2020. All customer reviews are handled by the BBB where the company is Headquartered or a central customer review processing location. Call us and we'll help! I worked for the I.R.S. Under the Securities and Exchange Act of 1934, on a semiannual basis, NFS is required to provide information regarding its financial standing. The action you just performed triggered the security solution. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. Access the headquarters listing for Fidelity Investments. His passion has expanded to helping retirees, too. . I would start by googling the information on the check, and cross referencing it to your own Google search for National Financial Services. 505.433.2255. verify that the form has been deleted. Perhaps last year you sold stock or had an investment account of some kind with either of these entities. 7200 Menaul Blvd NE, Albuquerque, NM 87110, 8500 Menaul Blvd NE, Albuquerque, NM 87112, 4900 Pan American Fwy, Albuquerque, NM 87109, 2113 Wyoming Blvd NE, Albuquerque, NM 87112, 6300 Riverside Plaza Ln NW Ste 150, Albuquerque, NM 87120, 1000 Eubank Blvd NE Ste D, Albuquerque, NM 87112, 10200 Corrales Rd NW Ste C-2, Albuquerque, NM 87114, 6500 Jefferson St NE Ste 130, Albuquerque, NM 87109, 12251 Academy Rd NE Ste 102, Albuquerque, NM 87111, 8901 Golf Course Rd NW, Albuquerque, NM 87114, 9200 Montgomery Blvd NE, Albuquerque, NM 87111, 10211 Montgomery Blvd NE Ste 3, Albuquerque, NM 87111, 8000 Paseo Del Norte NE Ste C-9, Albuquerque, NM 87122, 7410 Montgomery Blvd NE Ste 103, Albuquerque, NM 87109, 8205 Spain Rd NE Ste 103, Albuquerque, NM 87109, 1540 Tramway Blvd NE Ste B, Albuquerque, NM 87112.