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. 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. ._3Qx5bBCG_O8wVZee9J-KyJ{border-top:1px solid var(--newCommunityTheme-widgetColors-lineColor);margin-top:16px;padding-top:16px}._3Qx5bBCG_O8wVZee9J-KyJ ._2NbKFI9n3wPM76pgfAPEsN{margin:0;padding:0}._3Qx5bBCG_O8wVZee9J-KyJ ._2NbKFI9n3wPM76pgfAPEsN ._2btz68cXFBI3RWcfSNwbmJ{font-family:Noto Sans,Arial,sans-serif;font-size:14px;font-weight:400;line-height:21px;display:-ms-flexbox;display:flex;-ms-flex-pack:justify;justify-content:space-between;-ms-flex-align:center;align-items:center;margin:8px 0}._3Qx5bBCG_O8wVZee9J-KyJ ._2NbKFI9n3wPM76pgfAPEsN ._2btz68cXFBI3RWcfSNwbmJ.QgBK4ECuqpeR2umRjYcP2{opacity:.4}._3Qx5bBCG_O8wVZee9J-KyJ ._2NbKFI9n3wPM76pgfAPEsN ._2btz68cXFBI3RWcfSNwbmJ label{font-size:12px;font-weight:500;line-height:16px;display:-ms-flexbox;display:flex;-ms-flex-align:center;align-items:center}._3Qx5bBCG_O8wVZee9J-KyJ ._2NbKFI9n3wPM76pgfAPEsN ._2btz68cXFBI3RWcfSNwbmJ label svg{fill:currentColor;height:20px;margin-right:4px;width:20px;-ms-flex:0 0 auto;flex:0 0 auto}._3Qx5bBCG_O8wVZee9J-KyJ ._4OtOUaGIjjp2cNJMUxme_{-ms-flex-pack:justify;justify-content:space-between}._3Qx5bBCG_O8wVZee9J-KyJ ._4OtOUaGIjjp2cNJMUxme_ svg{display:inline-block;height:12px;width:12px}._2b2iJtPCDQ6eKanYDf3Jho{-ms-flex:0 0 auto;flex:0 0 auto}._4OtOUaGIjjp2cNJMUxme_{padding:0 12px}._1ra1vBLrjtHjhYDZ_gOy8F{font-family:Noto Sans,Arial,sans-serif;font-size:12px;letter-spacing:unset;line-height:16px;text-transform:unset;--textColor:var(--newCommunityTheme-widgetColors-sidebarWidgetTextColor);--textColorHover:var(--newCommunityTheme-widgetColors-sidebarWidgetTextColorShaded80);font-size:10px;font-weight:700;letter-spacing:.5px;line-height:12px;text-transform:uppercase;color:var(--textColor);fill:var(--textColor);opacity:1}._1ra1vBLrjtHjhYDZ_gOy8F._2UlgIO1LIFVpT30ItAtPfb{--textColor:var(--newRedditTheme-widgetColors-sidebarWidgetTextColor);--textColorHover:var(--newRedditTheme-widgetColors-sidebarWidgetTextColorShaded80)}._1ra1vBLrjtHjhYDZ_gOy8F:active,._1ra1vBLrjtHjhYDZ_gOy8F:hover{color:var(--textColorHover);fill:var(--textColorHover)}._1ra1vBLrjtHjhYDZ_gOy8F:disabled,._1ra1vBLrjtHjhYDZ_gOy8F[data-disabled],._1ra1vBLrjtHjhYDZ_gOy8F[disabled]{opacity:.5;cursor:not-allowed}._3a4fkgD25f5G-b0Y8wVIBe{margin-right:8px} Doing Business As. 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. It offers various planning strategies to help individuals and businesses with their financial goals. Founder Todd Rendler has spent his entire career mentoring and coaching investment advisors, which requires researching the most current, proven practices for asset accumulation, retirement income and asset protection. ._3-SW6hQX6gXK9G4FM74obr{display:inline-block;vertical-align:text-bottom;width:16px;height:16px;font-size:16px;line-height:16px} Name (Required) Email (Required) Phone. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Premier investment & rental property taxes. Premier investment & rental property taxes. 23 0 obj <> endobj SOFC June 30, 2022 (unaudited) (PDF) SOFC December 31, 2021 (audited) (PDF) 602904.21. Perhaps last year you sold stock or had an investment account of some kind with either of these entities. For the same . 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. National Priorities. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. Like everyone else, they were moved against my will to Victory Capital Your IP: 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. NATIONAL FINANCIAL SOLUTIONS, LLC is a New Mexico Domestic Limited-Liability Company filed on April 14, 2020. Carlsbad New Mexico Chamber of Commerce (Eddy County NM) 302 South Canal Street Carlsbad, New Mexico 88220 Phone: (575) 887-6516 Carmen's Cleaning Service, LLC | Rio Rancho, NM 87144 Carmen's Cleaning Service, LLC is a veteran-owned, local small business that provides reliable and affordable residential housekeeping . endstream endobj startxref With National Financial Services LLC (NFS), a Fidelity Investments company, you can feel confident that much of the critical trade processing, clearance, client reporting, and systems work that backs your investment professional is performed by an industry leader. BBB Business Profiles are provided solely to assist you in exercising your own best judgment. You'll need to include information from the formto to you tax return. If I got an unsolicited check through the mail with no accompanying paperwork, i'd tear it up. .FIYolDqalszTnjjNfThfT{max-width:256px;white-space:normal;text-align:center} National Financial Services LLC VISIT WEBSITE Contact Information 499 Washington Blvd, Fl 5 Jersey City, NJ 07310-2010 VIEW MAP (214) 217-2102 www.fidelity.com Company Details Location Type: Branch Industry: Security Brokers, Dealers and Flotation Companies Ownership: Private Year Founded: 1943 We pride ourselves on creating relationships that last. Post your questions here and have them answered by people who are knowledgeable about all types of scams. 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. Advertising / Deceptive: National Financial Services, LLC Irvine, California. Susan.Morrison@ampf.com. NE, Suite A-2. 1 Over the years, weve worked with people from all walks of life and earned a reputation for attention to detail and unwavering impartiality. ABOUT If you think someone is trying to scam you, this is the place to ask about it. Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type. Here's the from on a 1099-R I get at tax time. It is hard to tell why their site said you're not getting tax form from them, when if fact you received that. I am an Enrolled Agent. Login to your Fidelity account and you can download your tax forms from their website. It's a very common scam too. Read Review. Looking for carpenter to rebuild a porch. By contacting us, you may be offered information regarding insurance and annuities offered through National Financial Services Group, LLC. Message. The NFC partners have invested in, and successfully exited, over 30 companies in the healthcare . @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} Sandia operates official accounts on several social media networks as a means to engage in conversations about our work, update followers . International Association of Better Business Bureaus. 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. .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} Now with his sons on board to provide a solid succession plan, Silver Leaf . If you have fallen for a scam, you can post your experience here to warn others. YP, the YP logo and all other YP marks contained herein are trademarks of YP LLC and/or YP affiliated companies. Under the Securities and Exchange Act of 1934, on a semiannual basis, NFS is required to provide information regarding its financial standing. He also confirmed the routing numbers were legit. We'll help you get started or pick up where you left off. 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. Been part of TTLive, Full Service TTL, was part of Accuracy guaran 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? National Financial Services LLC Agent for Fidelity Personal Trust Company P.O. National Financial Services, LLC is a brokerage service, operating under Fidelity Brokerage Services. National Financial Services LLC - Company Profile and News - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg. Fidelity does administer plans for many companies. National Financial Services LLC Phone Number Call National Financial Services LLC customer service faster with GetHuman 800-752-7053 Customer service Current Wait: 25 mins (21m avg) Hours: Mon-Fri 8am-10pm, Sat 8am-8pm, Sun 8am-9pm EST; best time to call: 1pm UPDATE- I noticed that on the envelope it said postage paid by Fidelity. 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. Phone Numbers Contact Information Customer Service Fix Common Issues Local Listings Get the App Our associates concentrate on the individual needs of each client and assist them in finding a strategy that will help achieve their financial objectives. His passion has expanded to helping retirees, too. Security description is ,credit balance. 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