Strategic financial advisory services; Strategic corporate financial advisory services; Financial management services; Financial services, namely, wealth management services; Investment management services; Investment advice services; Investment services, namely, asset acquisition, consultation, development and management services; Investment of funds; Financial portfolio management services; Professional management of separately managed accounts; Financial asset management, namely, providing Turnkey Asset Management Program services

Money coaching services; Personal coaching in the field of managing personal wealth and investments; Professional coaching services in the field of sales and marketing