Educational services, namely, conducting educational programs in the field of leadership and organizational efficiency and distribution of educational materials in connection therewith; Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Business training in the field of leadership development and improved performance ...

Advice relating to investments; Capital investment consultation; Capital investment services; 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 planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of bot...