Clearing Services

Our Investment Executives enjoy access to the services offered by National Financial Services, LLC, a Fidelity Investments Company. Through National Financial, you can leverage the strength of products, resources, services and technology offered by Fidelity Investments, one of the world’s largest and most respected financial services firms. With over $1.7 trillion in total client assets, Fidelity provides insurance on brokerage accounts carried through National Financial.

NFS opens the door to exceptional clearing services, capital markets expertise, marketing and practice management programs, brokerage technology and much more. As a leader in broker-dealer clearing, NFS and Fidelity can deliver the customized investment solutions you require to grow your business. To learn more about the services available through National Financial, visit www.nationalfinancial.com.

PKS also offers our advisors a choice of objective, convenient, third-party research and market information services. Whether you manage client portfolios yourself or use third-party managers, our comprehensive menu of research tools will enable you to make fundamentally sound investment decisions.