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*In Canada, trademark(s) of the International Association of Better Business Bureaus, used under License. It's possible that they will call you up, claim they gave you too much and ask you to wire the extra back. 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. Best for Targeted Approach to Wealth . Insert your bio here. The action you just performed triggered the security solution. We strive to become the laboratory that the U.S. turns to first for technology solutions to the most challenging problems that threaten peace and freedom for our nation and the globe. screenDelete Selected Form, select Delete. Wed love to help you build a financial strategy for YOUR needs. National Financial Services, LLC is a brokerage service, operating under Fidelity Brokerage Services. NATIONAL FINANCIAL SERVICES, LLC Company Number 2861813 Status Active Incorporation Date 3 April 2007 (almost 16 years ago) Company Type Domestic Limited Liability Company Jurisdiction New Mexico (US) Agent Name MIKE L. BORNFIELD Agent Address 6165 CORRALES ROAD, CORRALES, NM, 87048, USA Directors / Officers MIKE L. BORNFIELD, agent, 3 Apr 2007 - BBB Business Profiles may not be reproduced for sales or promotional purposes. You'll need to include information from the formto to you tax return. Address: 6707 Academy Rd NE Ste C Albuquerque, NM, 87109-3362 United States See other locations Phone: ? It is hard to tell why their site said you're not getting tax form from them, when if fact you received that. Page 1 of our step by step guides and a way for National Financial Services LLC customers to request that GetHuman researchers look into a solution. theTool Center, chooseDelete A Form (see screenshot). Doing Business As. The Eckelman Bergamo Yablonsky Team - UBS Financial Services Inc. Q Financial Planning-Ameriprise Financial Service Inc. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. YP, the YP logo and all other YP marks contained herein are trademarks of YP LLC and/or YP affiliated 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. Financial planning services can cover retirement planning, income tax planning, estate planning or other . Premier investment & rental property taxes. Name (Required) Email (Required) Phone. Take the 3-Minute Confident Retirement check. For years, we've helped families and businesses across Albuquerque reach their financial goals. 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 respondent. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/IdCard.ea0ac1df4e6491a16d39_.css.map*/._2JU2WQDzn5pAlpxqChbxr7{height:16px;margin-right:8px;width:16px}._3E45je-29yDjfFqFcLCXyH{margin-top:16px}._13YtS_rCnVZG1ns2xaCalg{font-family:Noto Sans,Arial,sans-serif;font-size:14px;font-weight:400;line-height:18px;display:-ms-flexbox;display:flex}._1m5fPZN4q3vKVg9SgU43u2{margin-top:12px}._17A-IdW3j1_fI_pN-8tMV-{display:inline-block;margin-bottom:8px;margin-right:5px}._5MIPBF8A9vXwwXFumpGqY{border-radius:20px;font-size:12px;font-weight:500;letter-spacing:0;line-height:16px;padding:3px 10px;text-transform:none}._5MIPBF8A9vXwwXFumpGqY:focus{outline:unset} Now with his sons on board to provide a solid succession plan, Silver Leaf . Best Robo-Advisor: M1 Finance. 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. Fidelity Investments is a financial services business providing mutual funds, brokerage services, retirement plans, asset management accounts, money market funds and tax-exempt investments. For the same . 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. National Financial Services LLC Statement Of Financial Condition, CrossStream / CrossStream BLOX Form ATS-N, 401(k) Participants & Employees of Corporations, 403(b) & 457(b) Participants & Employees of Non-Profits, Broker-Dealers,Banks,RIAs,TPAs,TrustInstitutions, Fidelity Capital Markets is a division of National Financial Services LLC, Member NYSE, SIPC. Access the headquarters listing for Fidelity Investments. Looking for more information? Login to your Fidelity account and you can download your tax forms from their website. hb````v0!b`0p1vPqj{fFbKVg>oVZ/oeb`yQa-/ *R{$.22HqMga8AQHKs63F3H1.aX4w?:. 7200 Menaul Blvd NE, Albuquerque, NM 87110, 8500 Menaul Blvd NE, Albuquerque, NM 87112, 4900 Pan American Fwy, Albuquerque, NM 87109. 5951 Jefferson Street Northeast, Albuquerque, NM 87109 Certified Financial Planner (CFP) Retirement Planning Business Description Charles Stephen has been providing financial planning services to clients in Albuquerque since 1983. More details about National Financial Services LLC. National Financial Services, LLC Is this Your Business? The NFC partners have invested in, and successfully exited, over 30 companies in the healthcare . SOFC June 30, 2022 (unaudited) (PDF) SOFC December 31, 2021 (audited) (PDF) 602904.21. Your IP: Fidelity does administer plans for many companies. ABOUT Our version of financial planning brings the right insurance and investment strategies together, so you can do the things that matter most, with the ones who matter most. We pride ourselves on creating relationships that last. I suspect a scam but cant figure it out. National Financial Services Group, LLC is a professional financial services firm focused on helping others achieve their personal financial goals through insurance products and financial counseling. Jul 08 2012 01:11 AM I spent my last 11 years at the I.R.S. 2 $6.8B in dividends expected to be paid in 2023 4 No. We look forward to hearing from you soon! Albuquerque, NM (253) 370-2175 Categorized under Financial Services A Tax Solutions And Financial Services LLC 5528 Eubank Boulevard Ne # 4 Albuquerque, NM (505) 296-3641 Visit Website Categorized under Financial Services Aviation Financial Services, LLC 500 Marquette Avenue NW, Suite 1213 Albuquerque, NM (505) 503-4800 Visit Website CLAIMED Website: www.mybrokerageinfo.com I talked to them at night and he said the day people might be able to dig further. ._1EPynDYoibfs7nDggdH7Gq{margin-bottom:8px;position:relative}._1EPynDYoibfs7nDggdH7Gq._3-0c12FCnHoLz34dQVveax{max-height:63px;overflow:hidden}._1zPvgKHteTOub9dKkvrOl4{font-family:Noto Sans,Arial,sans-serif;font-size:14px;line-height:21px;font-weight:400;word-wrap:break-word}._1dp4_svQVkkuV143AIEKsf{-ms-flex-align:baseline;align-items:baseline;background-color:var(--newCommunityTheme-body);bottom:-2px;display:-ms-flexbox;display:flex;-ms-flex-flow:row nowrap;flex-flow:row 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I do have a Fidelity Account but haven't done anything with it. Perhaps last year you sold stock or had an investment account of some kind with either of these entities. This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations. Advertising / Deceptive: National Financial Services, LLC Irvine, California. I worked for the I.R.S. This website is using a security service to protect itself from online attacks. Ad 1. There is no identifying paperwork with it, just the check. ._12xlue8dQ1odPw1J81FIGQ{display:inline-block;vertical-align:middle} 1 verify that the form has been deleted. 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 . 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. I spent my last 11 years at the I.R.S. 200 Seaport Boulevard. USAA Investment Management Company 1-800-531-8747 m Fax 1-800-292-8177 m usaa. 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. will provide innovative solutions that promote honesty, transparency, and accountability in all aspects of the business. I got a $2,100 check in the mail from something called National Financial Services. National Financial Companies is a merchant banking firm founded in 1991 to pursue high growth investment opportunities. Fidelity supports 128-bit browser encryption. National Financial Services, LLC is a brokerage service, operating under Fidelity Brokerage Services. Fake check that obligates me to some High interest loan maybe? 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. Fidelity Institutional is a division of Fidelity Investments which offers clearing and custody services, investment and technology products and solutions, brokerage and trading services, and a range of insights, expertise, and world-class client experience to financial intermediary firms and institutions. National Financial Services Llc in Albuquerque, NM About Search Results Sort: Default All BBB Rated A+/A 1. for 33 years. Investment management services are provided on a discretionary and non-discretionary basis. Visiting our Office. Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement. 220 0 obj <>stream Serving the Albuquerque area. We primarily look for interesting ideas, trends and early stage ventures and are focused on building world-class businesses. Click to reveal National Financial Services LLC Agent for Fidelity Personal Trust Company P.O. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); 364 Williamson Road, Suite 302 Business Address and Contact Details: Business Phone. If you think someone is trying to scam you, this is the place to ask about it. I worked for the I.R.S. 3 Top 10 We're one of the top U.S. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. the top of your screen. Phone Numbers Contact Information Customer Service Fix Common Issues Local Listings Get the App We . ._1sDtEhccxFpHDn2RUhxmSq{font-family:Noto Sans,Arial,sans-serif;font-size:14px;font-weight:400;line-height:18px;display:-ms-flexbox;display:flex;-ms-flex-flow:row nowrap;flex-flow:row nowrap}._1d4NeAxWOiy0JPz7aXRI64{color:var(--newCommunityTheme-metaText)}.icon._3tMM22A0evCEmrIk-8z4zO{margin:-2px 8px 0 0} ._1aTW4bdYQHgSZJe7BF2-XV{display:-ms-grid;display:grid;-ms-grid-columns:auto auto 42px;grid-template-columns:auto auto 42px;column-gap:12px}._3b9utyKN3e_kzVZ5ngPqAu,._21RLQh5PvUhC6vOKoFeHUP{font-size:16px;font-weight:500;line-height:20px}._21RLQh5PvUhC6vOKoFeHUP:before{content:"";margin-right:4px;color:#46d160}._22W-auD0n8kTKDVe0vWuyK,._244EzVTQLL3kMNnB03VmxK{display:inline-block;word-break:break-word}._22W-auD0n8kTKDVe0vWuyK{font-weight:500}._22W-auD0n8kTKDVe0vWuyK,._244EzVTQLL3kMNnB03VmxK{font-size:12px;line-height:16px}._244EzVTQLL3kMNnB03VmxK{font-weight:400;color:var(--newCommunityTheme-metaText)}._2xkErp6B3LSS13jtzdNJzO{-ms-flex-align:center;align-items:center;display:-ms-flexbox;display:flex;margin-top:13px;margin-bottom:2px}._2xkErp6B3LSS13jtzdNJzO ._22W-auD0n8kTKDVe0vWuyK{font-size:12px;font-weight:400;line-height:16px;margin-right:4px;margin-left:4px;color:var(--newCommunityTheme-actionIcon)}._2xkErp6B3LSS13jtzdNJzO .je4sRPuSI6UPjZt_xGz8y{border-radius:4px;box-sizing:border-box;height:21px;width:21px}._2xkErp6B3LSS13jtzdNJzO .je4sRPuSI6UPjZt_xGz8y:nth-child(2),._2xkErp6B3LSS13jtzdNJzO .je4sRPuSI6UPjZt_xGz8y:nth-child(3){margin-left:-9px} It shows a negative balance. National Financial Services LLC - Company Profile and News - Bloomberg Markets Bloomberg Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg. ._3Z6MIaeww5ZxzFqWHAEUxa{margin-top:8px}._3Z6MIaeww5ZxzFqWHAEUxa ._3EpRuHW1VpLFcj-lugsvP_{color:inherit}._3Z6MIaeww5ZxzFqWHAEUxa svg._31U86fGhtxsxdGmOUf3KOM{color:inherit;fill:inherit;padding-right:8px}._3Z6MIaeww5ZxzFqWHAEUxa ._2mk9m3mkUAeEGtGQLNCVsJ{font-family:Noto Sans,Arial,sans-serif;font-size:14px;font-weight:400;line-height:18px;color:inherit} We have a wide selection of loan products to, From Business: Professional, locally-owned accountants proudly serving the Albuquerque and surrounding areas. 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 * 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. Our associates concentrate on the individual needs of each client and assist them in finding a strategy that will help achieve their financial objectives. for 33 years. . ._1QwShihKKlyRXyQSlqYaWW{height:16px;width:16px;vertical-align:bottom}._2X6EB3ZhEeXCh1eIVA64XM{margin-left:3px}._1jNPl3YUk6zbpLWdjaJT1r{font-size:12px;font-weight:500;line-height:16px;border-radius:2px;display:inline-block;margin-right:5px;overflow:hidden;text-overflow:ellipsis;vertical-align:text-bottom;white-space:pre;word-break:normal;padding:0 4px}._1jNPl3YUk6zbpLWdjaJT1r._39BEcWjOlYi1QGcJil6-yl{padding:0}._2hSecp_zkPm_s5ddV2htoj{font-size:12px;font-weight:500;line-height:16px;border-radius:2px;display:inline-block;margin-right:5px;overflow:hidden;text-overflow:ellipsis;vertical-align:text-bottom;white-space:pre;word-break:normal;margin-left:0;padding:0 4px}._2hSecp_zkPm_s5ddV2htoj._39BEcWjOlYi1QGcJil6-yl{padding:0}._1wzhGvvafQFOWAyA157okr{font-size:12px;font-weight:500;line-height:16px;border-radius:2px;margin-right:5px;overflow:hidden;text-overflow:ellipsis;vertical-align:text-bottom;white-space:pre;word-break:normal;box-sizing:border-box;line-height:14px;padding:0 4px}._3BPVpMSn5b1vb1yTQuqCRH,._1wzhGvvafQFOWAyA157okr{display:inline-block;height:16px}._3BPVpMSn5b1vb1yTQuqCRH{background-color:var(--newRedditTheme-body);border-radius:50%;margin-left:5px;text-align:center;width:16px}._2cvySYWkqJfynvXFOpNc5L{height:10px;width:10px}.aJrgrewN9C8x1Fusdx4hh{padding:2px 8px}._1wj6zoMi6hRP5YhJ8nXWXE{font-size:14px;padding:7px 12px}._2VqfzH0dZ9dIl3XWNxs42y{border-radius:20px}._2VqfzH0dZ9dIl3XWNxs42y:hover{opacity:.85}._2VqfzH0dZ9dIl3XWNxs42y:active{transform:scale(.95)} Keeping the address and company name visible will be okay in this case. ,psruw 1dwlrqdo )lqdqfldo 6huylfhv 7d[ ,qirupdwlrq lqwr 7xuer7d[ ,i \rx duh d 1dwlrqdo )lqdqfldo 6huylfhv fxvwrphu dqg xvh 7xuer7d[ \rx pd\ eh deoh wr lpsruw fhuwdlq lqirupdwlrq gluhfwo\ iurp \rxu dffrxqw lqwr wkh vriwzduh 505.433.2255. 23 0 obj <> endobj International Association of Better Business Bureaus. Southwest Financial Services of Albuquerque, Inc. Citi Corp Person-to-Person Financial Center Inc, Lighthouse Financial Group Inc of New Mexico. YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. Financial planners in Albuquerque, NM HELPING YOU ELEVATE YOUR FINANCIAL POTENTIAL Request an appointment. Lulac National Centers Inc Social Service Organizations Charities Website (505) 243-3788 1429 Central Ave NW Albuquerque, NM 87104 2. Account Being Transfer red Account Number DTC (if known) Account Owner/Trust/Entity Name Account Owner/Trust/Entity Name (s) Been part of TTLive, Full Service TTL, was part of Accuracy guaran BBA- Specialization: Accounting, MBA- Specialization: Asset Management, EA. It offers various planning strategies to help individuals and businesses with their financial goals. All other marks contained herein are the property of their respective owners. We'll help you get started or pick up where you left off. Business Profile National Financial Services, LLC Mutual Funds Looking for more information? YP, the YP logo and all other YP marks contained herein are trademarks of YP LLC and/or YP affiliated companies.