| Goods and Services | Financial advisory services; Strategic financial advisory services; On-line financial planning services; Financial portfolio analysis services; Financial investment brokerage services; Financial securities exchange services; Financial consultancy services; Investment advice; Funds investment; Investment management; Investment of funds; Investment brokerage; Investment consultancy; Capital investment; Advice relating to investments; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Maintaining escrow accounts for investments; Information, advisory, consultancy and financial research services relating to finance and investments; Investment consultation; Mutual fund investment; Investment trusteeship; Investment trusteeship services; Hedge fund investment services; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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; Investment of funds for others in the fields of Securities, Bonds, Public and Private; Investment management in the fields of securities, bonds, stocks, annuities, private and public; Investment of funds for others in the fields of Municipal, securities, retirement funds/plans; Investment of funds for others in the fields of Securities,; Investment advice in the fields of Real estate, Securities, Retirement Planning, Mutual Funds, Energy, Cryptocurrency/digital assets, private equity, environmental/esg, commodities, technology, healthcare/biotech, venture capital, real assets, private placement; Investment consultation in the fields of Real estate, Securities, Retirement Planning, Mutual Funds, Energy, Cryptocurrency/digital assets, private equity, environmental/esg, commodities, technology, healthcare/biotech, venture capital, real assets, private placement; Financial services in the nature of providing an investment option available for life insurance products; Providing information regarding financial investment strategies for Real estate, Securities, Retirement Planning, Mutual Funds, Energy, Cryptocurrency/digital assets, private equity, environmental/esg, commodities, technology, healthcare/biotech, venture capital, real assets, private placement; Financial management in the field of Real estate, Securities, Retirement Planning, Mutual Funds, Energy, Cryptocurrency/digital assets, private equity, environmental/esg, commodities, technology, healthcare/biotech, venture capital, real assets, private placement; Investment management services in the field of acquiring joint ventures; Providing venture capital, development capital, private equity and investment funding; Holding company services performed for third parties, namely, investment management; Family office services in the nature of investment advisory services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment services, namely, asset acquisition, consultation, development and management services; Family office services in the nature of investment management; Investment management of and distribution of variable annuities; Trust services, namely, investment and trust company services; Financial services in the nature of an investment security; Annuity services, namely, account and investment administration; Investment management of and distribution of annuities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Monitoring financial markets for investment purposes; Financial planning and investment advisory services; Management of a capital investment fund; Financial investment analysis and stock research; Investment management of pension funds; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Family office investment management services; Family office investment advisory services; Investment of funds for others; Pension fund investment management; Investment fund management 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 investment brokerage; Investment advisory services; Equity capital investment; Capital investment consulting; Investment banking services; Fund investment consultation; Capital investment services; Brokerage services for capital investments; Financial consulting services, namely, advising others regarding intellectual property investments; Financial management relating to investments; Brokerage services in the field of securities and commodities investing; Securities trading and investing services for others via the internet; Investment by electronic means; Investment risk assessment services; Public equity investment management; Global investment research services; Private equity fund investment services; Mutual funds and capital investment; Providing information regarding financial investment strategies; Investment of funds for charitable purposes; Financial services, namely, investment fund transfer and transaction services; Financial investment in the field of Real estate, Securities, Retirement Planning, Mutual Funds, Energy, Cryptocurrency/digital assets, private equity, environmental/esg, commodities, technology, healthcare/biotech, venture capital, real assets, private placement; 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 services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Estate trust planning; Financial trust planning; Financial trust administration; Trust management accounts; Estate trust management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial management of employee pension plans; Financial administration of employee pension plans; Financial administration of employee benefit plans; Financial planning, namely, creating full service financial plans; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing information in the field of financial planning; Financial management in the field of investment portfolios, public, private, trusts, individuals, qualified business plans,; Investment advice in the fields of retirement; Investment management in the fields of retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Individual retirement account services; Financial advice on retirement; Financial administration of retirement plans; Financial retirement plan consulting services; Financial advice relating to retirement; Advice on finance during retirement; Estate planning; Providing information in the field of estate planning |
