Business advice

Financial advice; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial information and advisory services; Financial investment brokerage; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial securities exchange services; Investment advice; Investment brokerage; Investment consultation; Investment management; Investment of funds for others; Investment risk assessment services; Stock broking services; Financial investment brokerage 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, 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; Providing financial information via a website; 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

Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities