BBB Business Profiles are provided solely to assist you in exercising your own best judgment. Financial planners in Albuquerque, NM HELPING YOU ELEVATE YOUR FINANCIAL POTENTIAL Request an appointment. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers. Dont know who they are or why they are sending a check. The action you just performed triggered the security solution. Performance & security by Cloudflare. It is hard to tell why their site said you're not getting tax form from them, when if fact you received that. 2019-Individual-X85523235-Consolidated-Form-1099.pdf - FIDELITY BROKERAGE SERVICES LLC P.O. See current and past brochures below. ._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} screenDelete Selected Form, select Delete. Access the headquarters listing for Fidelity Investments. Been with Intuit for going on 6 years now. Serving the Albuquerque area. National Financial Companies is a merchant banking firm founded in 1991 to pursue high growth investment opportunities. Wed love to help you build a financial strategy for YOUR needs. NC Insurance License #1000058057. NFSBehind the scenes of every trade and statement. Estimate your self-employment tax and eliminate any surprises. 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. Now with his sons on board to provide a solid succession plan, Silver Leaf . National Financial Services LLC as agent forFIDELITY INVESTMENTSP.O. The salary range is from $63,084 to $78,095. 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. Looking for carpenter to rebuild a porch. /*# sourceMappingURL=https://www.redditstatic.com/desktop2x/chunkCSS/TopicLinksContainer.3b33fc17a17cec1345d4_.css.map*/It seems awfully fishy to me. **Answers are correct to the best of my ability but do not constitute tax or legal advice. We pride ourselves on creating relationships that last. Why would Turbo Tax auto populate this? Securities and Commodity Contracts Intermediation and Brokerage Securities, Commodity Contracts, and Other Financial Investments and Related Activities Finance and Insurance Printer Friendly View Address: 19200 Von Karman Ave Ste 400 Irvine, CA, 92612-8512 United States See other locations Phone: ? Financial planning services can cover retirement planning, income tax planning, estate planning or other . SOFC June 30, 2022 (unaudited) (PDF) SOFC December 31, 2021 (audited) (PDF) 602904.21. com 98129-0814 Transfer of Assets Transaction ID Internal Use Only USAA Number 1. (FEA) in November 2018. Post your questions here and have them answered by people who are knowledgeable about all types of scams. Request consultation. Mooresville, NC 28117, Phone: 704-892-8986 Fax: 704-892-8984. Buying And Selling Fine Jewelry For Over 20 Years. @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} Using this product is consent to such transmission of this information; such consent is effective at all times when using this site. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. I got a $2,100 check in the mail from something called National Financial Services. Estimate your self-employment tax and eliminate any surprises. LLC Find an Advisor. If you think it may be valid, and there's one close-by maybe a walk-in would help. 3 Top 10 We're one of the top U.S. 1 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. Employer Identification Number: 043523567 EIN/TAX ID : 043523567 : NATIONAL FINANCIAL SERVICES LLC EIN REST API PDF MOBI An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number, and is used to identify a business entity. Box 28019Albuquerque, NM 87125-8019. We'll help you get started or pick up where you left off. 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. 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. You can email the site owner to let them know you were blocked. Under the Securities and Exchange Act of 1934, on a semiannual basis, NFS is required to provide information regarding its financial standing. 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 Lamb Metzgar Lines & Dahl PA. Financial Elder Abuse Lawyers | Albuquerque Office. I am an Enrolled Agent. 100 0 obj <>/Filter/FlateDecode/ID[<57847A54AC7842548EB865DEEC2A7705><2A84F5C6E4BAC44EBDD6A0C29942C770>]/Index[23 198]/Info 22 0 R/Length 279/Prev 623531/Root 24 0 R/Size 221/Type/XRef/W[1 3 1]>>stream Jul 08 2012 01:11 AM 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. National Financial Services, LLC Is this Your Business? I got a letter today verifying my change of address and I had no clue who these people were. ._3K2ydhts9_ES4s9UpcXqBi{display:block;padding:0 16px;width:100%} ._12xlue8dQ1odPw1J81FIGQ{display:inline-block;vertical-align:middle} document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); 364 Williamson Road, Suite 302 817-474-6312. Business Address. 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. We . National Payday Loans Financing Services Website 21 YEARS IN BUSINESS (505) 884-9903 5509 Menaul Blvd NE Albuquerque, NM 87110 CLOSED NOW Showing 1-1 of 1 Map View Ask a Question (866) 276-1219 (505) 633-8292 More Info (888) 473-5078 Serving the Albuquerque area. hb````v0!b`0p1vPqj{fFbKVg>oVZ/oeb`yQa-/ *R{$.22HqMga8AQHKs63F3H1.aX4w?:. Your broker/dealer has a relationship with National Financial Services LLC (NFS). 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. verify that the form has been deleted. More Info (505) 257-1087 More Info (505) 830-4800 Include accomplishments you want visitors to know about. Lulac National Centers Inc Social Service Organizations Charities Website (505) 243-3788 1429 Central Ave NW Albuquerque, NM 87104 2. 300 Central Ave SW, Suite 3000, PO Box 987, Albuquerque, NM 87103. 220 0 obj <>stream National Financial Services, LLC is a brokerage service, operating under Fidelity Brokerage Services. toMy Accountat He also confirmed the routing numbers were legit. Business Address and Contact Details: Business Phone. View Calculators Contact Us Please feel free to contact us with any questions. Advertising / Deceptive: National Financial Services, LLC Irvine, California. Generally, businesses need an EIN. The Eckelman Bergamo Yablonsky Team - UBS Financial Services Inc. Q Financial Planning-Ameriprise Financial Service Inc. National Financial Services LLC Statement of Financial Condition Use of this site involves the electronic transmission of personal financial information. 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. 703-661-7075 If you have Acrobat Reader installed, you can use the "Download" section for access to the document (s). BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. 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. I had all my investments with USAA (a couple IRAs and a managed mutual fund). YP - The Real Yellow PagesSM - helps you find the right local businesses to meet your specific needs. 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. Fidelity Investments is a financial services business providing mutual funds, brokerage services, retirement plans, asset management accounts, money market funds and tax-exempt investments. Insert your bio here. I worked for the I.R.S. 2 $6.8B in dividends expected to be paid in 2023 4 No. We have a wide selection of loan products to, From Business: Professional, locally-owned accountants proudly serving the Albuquerque and surrounding areas. An Advisory Built to Withstand the Test of Time. National Financial Services LLC is another name for Fidelity. I do have a Fidelity Account but haven't done anything with it. Your IP: If you don't know who they are then don't deposit it. National Financial Services LLC Tax and Regulatory Resources Your resource for important regulatory and supplemental tax-related information from National Financial Services LLC (NFS). I have never invested with Fidelity. Client Satisfaction 5.0 / 5 rating based on 30 reviews. @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} I would start by googling the information on the check, and cross referencing it to your own Google search for National Financial Services. Account Being Transfer red Account Number DTC (if known) Account Owner/Trust/Entity Name Account Owner/Trust/Entity Name (s) You'll need to include information from the formto to you tax return. As a matter of policy, BBB does not endorse any product, service or business. ._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)} If I got an unsolicited check through the mail with no accompanying paperwork, i'd tear it up. InReview Form List,find the forms or worksheets associated with National Financial,and chooseDelete. ._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} 505.433.2255. . I figured out this was actually an import from my USAA brokerage account. All customer reviews are handled by the BBB where the company is Headquartered or a central customer review processing location. Looking for more information? For the same . On the %PDF-1.6 % 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. Press J to jump to the feed. Receiving Account Information Account Number 2. We primarily look for interesting ideas, trends and early stage ventures and are focused on building world-class businesses. 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. My income was from MIT Pension Plan (already listed), Social Security, and required minimum withdrawals from Fidelity IRA and TIAA-CREF 403b. ._2cHgYGbfV9EZMSThqLt2tx{margin-bottom:16px;border-radius:4px}._3Q7WCNdCi77r0_CKPoDSFY{width:75%;height:24px}._2wgLWvNKnhoJX3DUVT_3F-,._3Q7WCNdCi77r0_CKPoDSFY{background:var(--newCommunityTheme-field);background-size:200%;margin-bottom:16px;border-radius:4px}._2wgLWvNKnhoJX3DUVT_3F-{width:100%;height:46px} Perhaps last year you sold stock or had an investment account of some kind with either of these entities. Do you have any old 401(k)s or anything like that that might send you a check? .Rd5g7JmL4Fdk-aZi1-U_V{transition:all .1s linear 0s}._2TMXtA984ePtHXMkOpHNQm{font-size:16px;font-weight:500;line-height:20px;margin-bottom:4px}.CneW1mCG4WJXxJbZl5tzH{border-top:1px solid var(--newRedditTheme-line);margin-top:16px;padding-top:16px}._11ARF4IQO4h3HeKPpPg0xb{transition:all .1s linear 0s;display:none;fill:var(--newCommunityTheme-button);height:16px;width:16px;vertical-align:middle;margin-bottom:2px;margin-left:4px;cursor:pointer}._1I3N-uBrbZH-ywcmCnwv_B:hover ._11ARF4IQO4h3HeKPpPg0xb{display:inline-block}._2IvhQwkgv_7K0Q3R0695Cs{border-radius:4px;border:1px solid var(--newCommunityTheme-line)}._2IvhQwkgv_7K0Q3R0695Cs:focus{outline:none}._1I3N-uBrbZH-ywcmCnwv_B{transition:all .1s linear 0s;border-radius:4px;border:1px solid var(--newCommunityTheme-line)}._1I3N-uBrbZH-ywcmCnwv_B:focus{outline:none}._1I3N-uBrbZH-ywcmCnwv_B.IeceazVNz_gGZfKXub0ak,._1I3N-uBrbZH-ywcmCnwv_B:hover{border:1px solid var(--newCommunityTheme-button)}._35hmSCjPO8OEezK36eUXpk._35hmSCjPO8OEezK36eUXpk._35hmSCjPO8OEezK36eUXpk{margin-top:25px;left:-9px}._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP,._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP:focus-within,._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP._3aEIeAgUy9VfJyRPljMNJP:hover{transition:all .1s linear 0s;border:none;padding:8px 8px 0}._25yWxLGH4C6j26OKFx8kD5{display:inline}._2YsVWIEj0doZMxreeY6iDG{font-size:12px;font-weight:400;line-height:16px;color:var(--newCommunityTheme-metaText);display:-ms-flexbox;display:flex;padding:4px 6px}._1hFCAcL4_gkyWN0KM96zgg{color:var(--newCommunityTheme-button);margin-right:8px;margin-left:auto;color:var(--newCommunityTheme-errorText)}._1hFCAcL4_gkyWN0KM96zgg,._1dF0IdghIrnqkJiUxfswxd{font-size:12px;font-weight:700;line-height:16px;cursor:pointer;-ms-flex-item-align:end;align-self:flex-end;-webkit-user-select:none;-ms-user-select:none;user-select:none}._1dF0IdghIrnqkJiUxfswxd{color:var(--newCommunityTheme-button)}._3VGrhUu842I3acqBMCoSAq{font-weight:700;color:#ff4500;text-transform:uppercase;margin-right:4px}._3VGrhUu842I3acqBMCoSAq,.edyFgPHILhf5OLH2vk-tk{font-size:12px;line-height:16px}.edyFgPHILhf5OLH2vk-tk{font-weight:400;-ms-flex-preferred-size:100%;flex-basis:100%;margin-bottom:4px;color:var(--newCommunityTheme-metaText)}._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX{margin-top:6px}._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX._19lMIGqzfTPVY3ssqTiZSX._3MAHaXXXXi9Xrmc_oMPTdP{margin-top:4px} 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 - All other marks contained herein are the property of their respective owners. Please clarify - thanks! ._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} It is hard to tell why their site said you're not getting tax form from them, when if fact you received that. YP, the YP logo and all other YP marks contained herein are trademarks of YP LLC and/or YP affiliated companies. Create an account to follow your favorite communities and start taking part in conversations. Fidelity supports 128-bit browser encryption. ._2Gt13AX94UlLxkluAMsZqP{background-position:50%;background-repeat:no-repeat;background-size:contain;position:relative;display:inline-block} It offers various planning strategies to help individuals and businesses with their financial goals. the top of your screen. It says this was drawn in from my 2015 return, but I don't recognize it. Search results are sorted by a combination of factors to give you a set of choices in response to your search criteria. If you think someone is trying to scam you, this is the place to ask about it. If you don't get a satisfactory response on the phone, try looking on Fidelity's web site, and see if there's a store near you. You'll need to include information from the form to to you tax return. Fill out of the form below to contact us or call us at 704-892-8986. If you have fallen for a scam, you can post your experience here to warn others.