36
Insurance; financial affairs; monetary affairs; real estate affairs
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; 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, wealth management services; financial advice and consultancy services; financial advisory and consultancy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial planning and investment advisory services; financial retirement plan consulting services; insurance and financial information and consultancy services; on-line financial 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 financial consultation services to retirees; strategic financial advisory services