| Goods and Services | Investment of funds; Investment advisory services; Financial due diligence; Financial planning consultation; 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; Accepting and administering monetary charitable contributions; Stock exchange information services; Financial evaluation for insurance purposes; Annuity services, namely, account and investment administration; Insurance consultation; Fiduciary services, namely, fiduciary representative services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advice, namely, budget planning; Financial analyses; Estate planning; Financial asset management; Investment risk assessment services; Management of securities portfolios; Investment consultation; Providing financial information via a web site; Financial services, namely, wealth management services; Brokerage services for stocks and bonds; Providing information and research in the field of finance and financial investments; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance consulting in the field of Life and Health insurance; Financial analysis and research services; Financial information and advisory services; Investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial retirement plan consulting services; Financial advice and consultancy services; Financial advice; 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; Financial portfolio analysis services; Debt management consultation; Mutual fund planning services; Advice on finance during retirement; Advisory services relating to mutual funds; Financial information; Financial management; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consultation in the field of cryptocurrency; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance and financial information and consultancy services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial administration of employee pension plans; Providing information in the field of employee financial benefit plans; Providing information in the field of financial planning; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning for retirement; On-line financial planning services; Financial administration of retirement plans; Financial management in the field of Investment Portfolios; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial trust planning; Providing information in the field of financial planning for Individuals, Families, & Businesses or Non-Profits; Financial planning; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information in the field of wealth management for Individuals, Families, Businesses and Non-Profits; Providing information in the field of wealth management; Financial wealth management services; Estate trust planning; Providing information in the field of estate planning; Financial consultancy and insurance consultancy; Consultancy services relating to insurance; Insurance information and consultancy; Insurance consultancy; Consulting and information concerning insurance; Providing information regarding financial investment strategies for Individuals, Families, and Businesses or Non-Profits; Providing information regarding financial investment strategies; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial portfolio management |
| Goods and Services | Business administration and management; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business advisory services; Business management and organization consultancy; Business consulting, management, and planning services in the field of Wealth Planning; Business management consulting with relation to strategy, marketing, sales, operation, product design particularly specializing in the use of analytic and statistic models for the understanding and predicting of consumers, businesses, and market trends and actions; Business management consultancy and advisory services; Business management consulting and advisory services for the Wealth Planning industry; Business management consulting, strategic planning and business advisory services provided to Financial Advisors; Business succession planning; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Philanthropy consultation relating to taxation planning; Tax planning |
