| Goods and Services | Estate planning; Estate trust planning; Financial information provided by electronic means; Financial information provided by electronic means in the field of Estate Planning; Financial services in the nature of an investment security; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advisory services; Financial advisory services rendered using artificial intelligence (AI); Financial advisory and consultancy services; Financial advisory and consultancy services, namely, constructing Structured Investment Portfolios; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial portfolio analysis services; Financial research and information services; Investment advisory services; Investment management; Investment management in the fields of Structured Investment Portfolios; Investment risk assessment services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Providing information and research in the field of finance and financial investments; Providing information in the field of financial planning; Providing information in the field of wealth management; Financial management in the field of Structured Investment Portfolios; Financial portfolio management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Information, advisory, consultancy and financial research services relating to finance and investments; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial advisory services; Providing financial information services to Investment Advisors;Family Offices;High Net Worth Individuals; Providing information in the field of estate planning; Providing information in the field of estate planning for Investment Advisors;Family Offices;High Net Worth Individuals; Providing on-line information in the field of charitable monetary giving through financial and estate planning |
