Strategic alliance program, offering planning-based financial services and products to third-party clients, namely registered investment advisory planning services and asset management programs; NASD securities; and insurance products

ASSOCIATION SERVICES, NAMELY, PROMOTING THE INTERESTS AND ORGANIZATIONS THAT SPONSOR AND SUPPORT THE ACCOUNTING PROFESSION

Strategic alliance program, offering planning-based financial services and products to third-party clients, namely registered investment advisory planning services and asset management programs; NASD securities; and insurance products