Disclosures

Navy Federal Financial Group (NFFG) Representative Disclosure:

Products offered through Navy Federal Brokerage Services, LLC (NFBS), member FINRA/SIPC and Navy Federal Asset Management, LLC (NFAM), an SEC Registered Investment Advisory Firm are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the Federal Government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment products.. Representatives registered with NFBS and NFAM. 1-877-221-8108.

Navy Federal Financial Group Insurance Disclosure:

Products offered through Navy Federal Brokerage Services, LLC (NFBS), member FINRA/SIPC and Navy Federal Asset Management, LLC (NFAM), an SEC Registered Investment Advisory Firm are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the Federal Government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment products. Representatives registered with NFBS and NFAM. 1-877-221-8108. Insurance sold through licensed Insurance Representatives of various companies.

Navy Federal Financial Group Trust Disclosure:

Trust Services available through MEMBERS Trust Company, 14025 Riveredge Dr., Suite 280, Tampa, FL 33637. Nondeposit products are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union or any affiliated entity, and involve investment risk, including the possible loss of principal. 1-877-221-8108.

Navy Federal Financial Group (Including Insurance and Trust):

Products offered through Navy Federal Brokerage Services, LLC (NFBS), member FINRA/SIPC and Navy Federal Asset Management, LLC (NFAM), an SEC Registered Investment Advisory Firm are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the Federal Government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment products. Representatives registered with NFBS and NFAM. 1-877-221-8108. Insurance sold through licensed Insurance Representatives of various companies. Trust Services available through MEMBERS Trust Company, 14025 Riveredge Dr., Suite 280, Tampa, FL 33637.

Mutual Fund Ticket Charges:

When you purchase a mutual fund of a Strategic Partner in our Select program in a Pershing account, NFFG may absorb the nominal "ticket charge" for each transaction of approximately $15 which would normally be paid by you, your NFFG investment representative's financial institution or your investment representative. Generally, the mutual fund families that participate in the Select program subsidize some of these ticket charges by paying us a per trade fee of up to $15 for purchase transactions with a minimum purchase amount ranging from $10,000 to $15,000. The type of transaction in a Select program mutual fund purchase that may qualify for a ticket charge waiver varies depending on the particular Strategic Partner in the Select program. Every mutual fund offered by NFFG may be purchased without a ticket charge by processing the transaction with a check and application sent directly to the mutual fund company. We believe that these ticket charge waivers do not compromise the advice your investment representative provides to you.

Strategic Partners

Mutual Fund/Insurance Providers

  • AIG*
  • Allianz Life
  • AXA Equitable
  • First Trust
  • Franklin Templeton*
  • Great American
  • Great West
  • Hancock Funds
  • Jackson National Life Distributors
  • Lincoln
  • Lord Abbett*
  • MFS*
  • Nationwide
  • Oppenheimer
  • Pacific Life*
  • Protective Life Ins. Co.
  • Putnam*
  • VOYA*
  • Western & Southern

*Member of Select program

Nondeposit investment and insurance products offered through Navy Federal Financial Group, LLC, (NFFG) an insurance agency and wholly owned subsidiary of Navy Federal Credit Union, Navy Federal Brokerage Services, LLC (NFBS), member FINRA/SIPC and Navy Federal Asset Management, LLC (NFAM), an SEC Registered Investment Advisory Firm are not NCUA/NCUSIF or otherwise federally insured, are not guaranteed or obligations of the credit union, are not offered, recommended, sanctioned, or encouraged by the Federal Government, and may involve investment risk, including possible loss of principal. Products may be offered by an employee who serves both functions of accepting member deposits and selling nondeposit investment products. Office of Supervisory Jurisdiction, 820 Follin Lane SE, Vienna, VA 22180; phone 1-877-221-8108. Insurance sold through licensed Insurance Representatives of various companies.

Image used for representational purposes only; does not imply government endorsement" (per 32 CFR 705.13).

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