ADVISOR TO CEO

(Based on Intent to Use) Financial and investment services, namely, financial portfolio management services, financial planning services, investment management services; Investment advisory services, namely, Registered Investment Advisor (RIA) services; Providing an internet website portal in the field of financial and investment services and financial portfolio management

(Based on Use in Commerce) Platform as a service (PAAS) featuring computer software platforms for use in providing wealth management advisors end client financial information; Platform as a service (PAAS) featuring computer software platforms for connecting wealth management advisors and clients