development and dissemination of advertising materials in the fields of estate and gift planning via e-mail on behalf of estate and gift planning professionals to professional advisors

financial analysis; financial information; conducting financial studies, namely, financial research; financial appraisal services; financial consultancy and deposits of valuables consultancy

financial analysis; financial information; conducting financial studies, namely, financial research; financial appraisal services; financial consultancy and deposits of valuables consultancy

Financial and investment services, namely, capital investment consultation; financial investment in the field of securities; financial services in the nature of an investment security; fund investment consultation; funds investment and transfer; investment advice; investment brokerage; financial and investment consultation, management, and analysis; investment of funds for others; mutual fund investment; financial management, planning, and research; administration of retirement plans; record ...