Financial advisory and consultancy services for individuals

Financial services, namely investment advisory services, mutual fund investment services, financial planning services, financial consulting services, investment brokerage services, investment services, money management services, and investment banking services

Online wealth screening services, namely, providing analysis of an organization's existing fundraising computer databases to identify information about existing donors or prospective donors for fundraising purposes; wealth screening services, namely providing analysis of an organization's fundraising computer databases to determine the wealth potential of the organization's donor database; and wealth screening services, namely providing analysis of an organization's fundraising computer datab...

COMPUTER SOFTWARE FOR ANALYSIS OF FUNDRAISING COMPUTER DATABASES TO IDENTIFY INFORMATION ABOUT DONORS OR PROSPECTIVE DONORS FOR FUNDRAISING PURPOSES

Financial services, namely, wealth management services

Financial planning and investment advisory services