| Goods and Services | Advice relating to investments; Capital investment; Capital investment services; Capital investment consulting; Capital investment consultancy; Mutual funds and capital investment; Equity capital investment; Estate trust management; Financial advisory services; Strategic financial advisory services; Financial information and advisory services; Providing financial advisory services; Financial advisory and consultancy services; Financial planning and investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Information, advisory, consultancy and financial research services relating to finance and investments; 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 portfolio analysis services; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; 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; Financial consultancy services; Financial investment brokerage services; Financial management; Financial asset management; Financial portfolio management; Financial services, namely, wealth management services; Financial planning; Financial information and evaluations; On-line financial planning services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial risk management consultation; Financial risk management; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial services, namely, investment fund transfer and transaction services; Financial trust administration; Financial due diligence; Financial investment brokerage; Financial investment analysis and stock research; Fund investment consultation; Funds investment; Investment of funds; Investment of funds for others; Investment management; Trust services, namely, investment and trust company services; Investment advisory services; Investment advice; Investment consultancy; Investment consultation; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Monitoring financial markets for investment purposes; Mutual fund investment; Financial retirement plan consulting services; Financial planning for retirement; Trading in securities; Securities trading and investing services for others via the internet; Stocks and bonds brokerage; Brokerage services for stocks and bonds; Providing information regarding financial investment strategies; Providing information in the field of finance; Providing information in the field of personal finance; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of wealth management; Fiduciary services, namely, fiduciary representative services; Investment advice in the fields of retirement planning services; Financial administration of trusts and estates; Individual retirement account services; Advice on finance during retirement; Investment advice in the fields of 7. Employer-sponsored retirement plans; Financial management in the field of financial portfolio management services; Investment advice in the fields of Registered Investment Advisor (RIA) services; Investment advice in the fields of life-event planning for financial investment purposes; Financial management in the field of wealth management and consultancy services; Financial management in the field of wealth management services; Financial advisory and consultancy services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services |
