HELPING INVESTORS REALIZE THE POSSIBILITIES

Class [036]
Savings and retirement services, namely, financial administration of employee pension plans, stock option and pension valuation services, pension fund services, annuity services, and retirement fund financial management services; financial planning and financial management services; investment advisory and investment management services; wealth management services, and wealth creation services, namely investment banking, financial investments in the field of securities, financial investments in the field of mutual funds, financial investments in the field of commodities, and financial placement of private equity funds for others, and private financial placement of securities and derivatives for others; trading in financial instruments, namely commodity trading, currency trading, stock and bond trading, and mutual funds; financial investment brokerage services for the selling of investment funds, exchange-traded funds, mutual funds, pooled funds, hedge funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers and financial advisors; leasing of real estate, real estate management services, real estate investment services, mortgage services; providing information in the fields of financial planning and management and investment services through websites, blogs, and social media sites.