| Goods and Services | Financial portfolio analysis services; Financial consultancy services; Financial advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advisory and consultancy services, namely, asset and retirement planning; Financial advisory and consultancy services, namely, retirement planning; Financial wealth management services; Financial retirement plan consulting services; Financial information and advisory services; Financial planning and investment advisory services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Investment services, namely, asset acquisition, consultation, development and management services; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; 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; 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; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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 services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, savings programs for youths; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Providing financial consultation services to private and public employees; Financial consultation in the field of cryptocurrency; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance consulting in the field of life insurance; Monetary strategy consultation and research; Insurance consultation; Investment consultation; Financial planning consultation; Real estate consultancy; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Financial risk management consultation; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance information and consultancy; Consulting and information concerning insurance; Financial analysis and consultation; Consulting services in the field of employee benefit plans concerning insurance and finance |
