Securities Handled

Stocks, bonds (Treasury, corporate, municipal), mutual funds, CD’s, zero coupon Treasury and municipal bonds and options.

Accounts Handled

Individual, joint, cash margin stock option, custodian for minor, trusts and estates, corporate partnership and investment clubs.

Cash Management

Money market funds, free check writing, debit cards, EFT cash machine access along with competitive margin rates.

Consolidation

Consolidate stocks, bonds, mutual funds (from more than 300 fund families) and check writing abilities.

Documentation

Verbal and electronic confirmation – usually while you are on the phone or shortly afterward – in addition to locally printed confirmations mailed the next day. NFS also provides concise monthly statements and year-end tax summaries that include purchase detail.

Settlement Schedules

Stock Transaction: - The third day after transaction date.

Options: - The day following the transaction date. You must have cleared funds for the entire purchase amount – including commission – in your account before placing an order.

Checks: - Funds will be available when cleared through your bank.

Please make checks payable to National Financial Services LLC.