Financial services, namely, mutual fund investment services, investment advisory services, wealth management and financial planning services, and investment consultation and asset allocation services

INSURANCE UNDERWRITING IN THE FIELDS OF LIFE, HOME, FIRE, COMMERCIAL PROPERTY, PERSONAL AUTOMOBILE LIABILITY, COMMERCIAL AUTOMOBILE LIABILITY, OTHER MOTOR VEHICLE LIABILITY AND COMMERCIAL LIABILITY INSURANCE; AND FINANCIAL SERVICES, NAMELY MORTGAGE LENDING, LOAN FINANCING, AND CREDIT CARD SERVICES

INSURANCE UNDERWRITING IN THE FIELDS OF LIFE, HOME, FIRE, COMMERCIAL PROPERTY, PERSONAL AUTOMOBILE LIABILITY, COMMERCIAL AUTOMOBILE LIABILITY, OTHER MOTOR VEHICLE LIABILITY AND COMMERCIAL LIABILITY INSURANCE; AND FINANCIAL SERVICES, NAMELY, MORTGAGE LENDING, LOAN FINANCING, AND CREDIT CARD SERVICES

EDUCATIONAL SERVICES, NAMELY, PROVIDING LIVE AND ON-LINE WORKSHOPS IN THE FIELDS OF HEALTHCARE, LIFE SCIENCES, PHARMACEUTICALS, BIOMEDICAL, BIOSCIENCES, BIOTECHNOLOGY, DRUG DISCOVERY AND MEDICAL DEVICES

Expert evaluations and reports relating to business matters