Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial investment brokerage services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial risk management consultation; Strategic financial advisory services; Financial services, namely, wealth management services

Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial investment brokerage services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial risk management consultation; Financial services, namely, wealth management services; Strategic financial advisory services