National Financial Services LLC (the “Company”), a single member limited liability company, is wholly owned by Fidelity Global Brokerage Group, Inc. (the “Parent”), a wholly-owned subsidiary of FMR LLC (“FMR”). The Company is a registered broker-dealer with the Securities and Exchange Commission (“SEC”) and is a member of the Financial Industry Regulatory Authority (“FINRA”). The Company is licensed to transact on the NYSE Euronext, and various national and regional stock and option exchanges. The Company provides a wide range of securities related services to a diverse customer base primarily in the United States. The Company’s client base includes institutional and individual investors, introducing broker-dealers, investment advisors and corporations. The Company engages in brokerage, clearance, custody and financing activities for which it receives fees from customers. The Company also engages in securities transactions either on a principal or agent basis and facilitates securities transactions for its clients. The Company provides clearing and other services for an affiliated broker-dealer, Fidelity Brokerage Services LLC (“FBS”). FBS provides securities brokerage services to a retail customer base that affect transactions across a wide array of financial instruments.

Envestnet Portfolio Management Consultants (“PMC”) provides comprehensive investment research through Dynasty Financial Partners that allows registered independent advisors access to thoughts on the markets and a high conviction list of quality asset managers. Additionally, PMC works with advisors and institutions to consult on asset allocation, portfolio construction, and manager selection. PMC has over 70 employees and is part of the broader Envestnet organization, which has more than $3T in assets across their platforms and oversees another $150B.

LIFE Brokerage is a brokerage general agency founded by Anthony J. Mento CFP®. Anthony and his team are industry leaders in the life brokerage field with decades of experience working with financial advisors. LIFE Brokerage, LLC is comprised of experienced individuals with unlimited potential that understand this business to the full extent.

As one of the world’s largest independent research providers with 75 global analysts, CFRA offers a comprehensive view on global sector themes, industries, funds, and companies through in-depth qualitative research on 11 Sectors, 68 Industries,1,800+ ETFs, 15,000+ Mutual Funds, as well as quantitative company research on 12,000+ global companies.