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Insurance; financial affairs; monetary affairs; real estate affairs
financial analysis and consultation; financial consultation in the field of financial information management; financial consulting services, namely, expert analysis in finance; financial management; financial planning consultation; financial portfolio management; financial research; financial risk management; 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 advisory and consultancy services, namely, advice relating to investments, asset management, cash management, charitable monetary giving thourhg financial and estate planning; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; providing financial information; providing investors with financial information; corporate finance services, namely, consultation in the field of asset sales; corporate finance services, namely, consultation in the field of capital structure; financial services, namely, investment fund transfer and transaction services