You may have heard these names before, but who are these organizations? What do they do? We break it down for you here.
The fact that we’ve chosen to work with Commonwealth, an independent broker/dealer–RIA, means that our firm remains independent, too. We are free to act in your best interest, helping you follow the best course of action to meet your financial goals—without pressure from stockholders. It’s a model that differs from that of some other types of financial firms whose representatives are accountable not just to their clients, but also to the parent company that employs them. National Financial Services handles every trade, statement, report, and myriad other transactions for millions of investors every day.