| Goods and Services | Financial consulting; Financial planning; Financial advice; Financial valuations; Financial consultation; Financial consultancy; Financial management; Investment management; Investment consultancy; Investment advisory services; Mutual fund investment; Investment risk assessment services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment of funds for others; Investment management of pension funds; Private equity fund investment services; Real estate funds investment services; Family office investment advisory services; Mutual funds and capital investment; Family office investment management services; Monitoring financial markets for investment purposes; Financial planning and investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment analysis and stock research; Financial services in the nature of an investment security; Transfer agency services rendered to issuers of investment securities; Financial services, namely, investment fund transfer and transaction services; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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; Brokerage services for capital investments; Financial management relating to investments; Maintaining escrow accounts for investments; Securities trading and investing services for others via the internet; Provision of financial information relating to the finance industry involved in environmentally focused investments; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network |
