Estate planning; financial advice and consultancy services; financial investment brokerage; financial planning and investment advisory services; financial planning consultation; financial portfolio analysis services; financial portfolio management; financial research and equity research brokerage services; financial research and information services

Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both se...

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds...

Charitable foundation services, namely, providing financial assistance for programs and services of others; charitable fundraising services; accepting and administering monetary charitable contributions; investment of funds for charitable purposes

Legal consultancy; legal advisory services; legal services

Financial advice and consultancy services; financial planning services; advice relating to investments; estate planning

Downloadable educational and training media, namely, audio files, video recordings, and multimedia files featuring information in the fields of estate planning, financial advice and consultancy, financial investment brokerage, financial planning and investment advisory services, financial planning consultation, financial portfolio analysis and management, financial research and equity research brokerage services, and financial research and information services; downloadable electronic publica...