Financial planning and investment advisory services; Financial planning, namely, providing financial assessment services to individuals and organizations, retirement planning, investment planning, namely, investment advice, education planning services, insurance planning, namely, insurance consultancy, business planning, namely, advising businesses and individuals on issues of portfolio planning and investment planning, tax planning, namely, financial advice relating to tax, estate planning, ...

Financial management in the field of financial portfolio management, investment management, active investment management strategies, namely, investment management, passive investment management strategies, namely, investment management, non- discretionary investment management, namely, advisory services of supporting and advising on all aspects of direct hedge fund investing, ERISA 3(21) advisory services, namely, ERISA 3(21) fiduciary representative services for retirement plans, ERISA 3(38)...

Financial planning and investment advisory services; Financial planning, namely, providing financial assessment services to individuals and organizations, retirement planning, investment planning, namely, investment advice, education planning services, insurance planning, namely, insurance consultancy, business planning, namely, advising businesses and individuals on issues of portfolio planning and investment planning, tax planning, namely, financial advice relating to tax, estate planning, ...