September 27, 2016 9:00 AM ET

Capital Markets

Company Overview of National Financial Services, LLC

Company Overview

National Financial Services, LLC offers integrated brokerage solutions to clients ranging from retail broker/dealer to institutional investment firms. It offers clearing solutions, such as core processing, business continuity, reporting, and middle-office solutions; capital markets solutions, including retail offering and institutional offering; and brokerage technology solutions, such as professional and customer solutions to access investment services. The company also offers investment solutions, such as fee-based programs, retirement products and programs, annuities program, asset management accounts, margin borrowing, mutual fund solutions, and wealth management; business building solut...

640 Fifth Avenue

New York, NY 10019

United States

Key Executives for National Financial Services, LLC

Senior Vice President of Marketing
Head of Product Management & Development and Executive Vice President
Senior Vice President and Head of Platform Solutions
Head of Sales
Compensation as of Fiscal Year 2016.

National Financial Services, LLC Key Developments

National Financial Services Seeks Investments

J.P. Morgan has chosen National Financial Services LLC as the preferred clearing provider for clients of its Broker Dealer Services (BDS) business. "National Financial has been growing its clearing business thoughtfully and this agreement provides us with an opportunity to continue on that strategic path. When we grow, we increase scale and make investments in our capabilities to the benefit of all of our clients," said Sanjiv Mirchandani, president of National Financial, "We pride ourselves on serving some of the highest quality firms in the industry and we look forward to maintaining that caliber of clients as we transition additional high quality clients to National Financial."

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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