| Goods and Services | Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial analysis; Trading in securities; Financial investment analysis and stock research; Financial research and information services; Annuity services, namely, account and investment administration; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial management of employee pension plans; Financial services, namely, wealth management services; Management of securities portfolios; Financial consultancy; Fiduciary services, namely, fiduciary representative services; Financial consulting services, namely, expert analysis in finance; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Estate planning; Financial asset management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Loyalty coupon payment processing services; Providing information and research in the field of finance and financial investments; Financial counseling services, namely, helping others build a better working relationship with their money; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Investment consultation; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Securities trading services for others via the Internet and the global information network; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Mutual funds and capital investment; Capital investment services; Funds investment; Capital investment consulting; Financial analysis and research services; Financial consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Management of portfolios of transferable securities; Provision of stock market information; Public equity investment management; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Management of portfolios comprising securities; Management of a capital investment fund; Providing stock/securities market information; Providing stock market information; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial retirement plan consulting services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Mutual fund planning services; Mutual fund advisory services; Mutual fund analysis services; Financial planning for retirement; Financial administration of retirement plans; Financial consultancy and insurance consultancy; Advice relating to investments; Financial information; Financial management; Providing financial information via a web site; Financial services in the nature of an investment security; Financial planning; Investment risk assessment services; Financial research; Financial research in the field of financial instruments; Investment of funds for others; Providing information in the field of personal finance for the benefit of the public and clients.; Providing financial information regarding wealth building for private clients, inquiries, publicly available education.; Providing information in the field of estate planning for the benefit of the public and clients.; Providing information in the field of wealth management for the benefit of the public and clients.; Financial portfolio management; Financial advice relating to income tax; Mutual fund investment; Providing financial information in the field of virtual currency; Financial research in the field of economics; Fund investment consultation; Providing information in the field of estate planning; Providing information in the field of wealth management; Financial advice relating to tax; Capital investment; Financial advisory services; Providing financial advisory services; Fund management for private clients; Investment of funds for others in the fields of A full range of consultancy and financial, retirement, tax & estate planning management including fee-only fiduciary portfolio management equity and debt securities as traded on exchanges and held at qualified custodians for business, personal, trust, retirement, and any manner of accounts required on behalf of familes, organizations, corporations, trusts, etc. |
