FINANCIAL ANALYSIS, PLANNING, AND INVESTMENT SERVICES

insurance services, namely underwriting life and health insurance and annuities

insurance services, namely, underwriting life and health insurance and annuities

investment brokerage services; brokerage services for mutual funds, securities, life insurance, stocks, and annuities; investment consultation; funds investment; investment management; investment services in the field of securities, stocks, mutual funds, life insurance, and annuities

investment brokerage services, mutual fund brokerage services and stock and other securities brokerage services

Financial investment brokerage services; Investment advice and support for individuals, namely financial advice as to asset allocation, financial investment strategy in the nature of investing consulting, financial research, and portfolio re-balancing in the nature of financial portfolio management