Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an inves...

financial services, namely, financial planning consultation; retirement fund investment services; mutual fund investment; annuity underwriting; financial planning services for retirement; life insurance underwriting and brokerage; long-term care insurance brokerage and underwriting