HOLISTIC FINANCIAL COACH PROGRAM
Educational services, namely, conducting classes and seminars in the fields of investment advisory services, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, insurance, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies; non-downloadable electronic publications, namely, newsletters, non-fiction books and study guides, all in the fields of investment advisory servi...
Pending · September 16, 2024 · 98752495 ·