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OUR CUSTODIAN
OUR CUSTODIAN
Your investment assets are not held directly by Fitzgerald Financial Group. Instead, they are securely custodied with National Financial Services LLC (NFS), a Fidelity Investments company.
NFS provides clearing, custody, and other brokerage services for Cetera Wealth Services and its affiliated advisors. This means your assets are held with a large, well-established third-party custodian separate from your advisor providing an additional layer of protection and transparency
As custodian, National Financial Services is responsible for:
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Safekeeping of client assets
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Trade settlement and account recordkeeping
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Issuing account statements and confirmations
This independent custody structure helps ensure your assets remain secure and accessible, while allowing us to focus on delivering personalized financial advice and planning.
The company behind the scenes of every trade and statement
Fidelity Investments®* provides clearing, custody, and other brokerage services to Cetera Wealth Services through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 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. NFS processes tens of thousands of transactions for millions of investors like you every day. NFS has the vision and resources to provide you with innovative services for years to come.
NATIONAL FINANCIAL SERVICES LLC
Strength, knowledge, leadership, experience
Your advisor can deliver substantial benefits from the important service relationship that Cetera Wealth Services maintains with NFS. Knowing that every investor’s account is serviced with the commitment and resources of an industry leader allows us to focus on what we do best: providing the personalized guidance and comprehensive investment services you need to pursue your goals.
Fidelity Investments is an independent company, unaffiliated with Cetera Wealth Services or Fitzgerald Financial Group. Fidelity provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
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