| Goods and Services | Advisory services relating to mutual funds; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Advice on finance during retirement; Advice relating to investments; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment analysis and stock research; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Funds investment; Global investment research services; Individual retirement account services; Information, advisory, consultancy and financial research services relating to finance and investments; Mutual fund advisory services; Mutual fund investment; Mutual fund planning services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services |
