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Fidelity Investments

Fidelity Investments® is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as 5,000 financial intermediary firms. For more information about Fidelity Investments, visit fidelity.com. 

National Financial is a Fidelity Investments® company and a leading provider of clearing and custody solutions for over 30 years.

  • Fidelity Investments® | National Financial is a service provider to Emery Financial Group.

  • National Financial Services LLC provides clearing and custody services to Emery Financial Group.

  • Accounts are carried by National Financial Services LLC.

  • Fidelity mutual funds are available the the correspondent and must , if the specific fund is named, use the full and correct name of each Fidelity mutual fund, which can be found in the funds prospectus.

Fidelity Investments is an independent company, unaffiliated with Emery Financial Group. Fidelity Investments is a service provider to Emery Financial Group.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Emery Financial Group and does not guarantee, or assume responsibility for, its content.

Fidelity Investments and National Financial are registered service marks of FMR LLC.

Clearing, custody, or other brokerage services may be provided by National Financial Services LLC.

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