ADVISORY ALPHA

Financial advice relating to tax; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial management; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Investment of funds; Investment risk assessment services; Monitoring financial markets for investment purposes; 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

Educational services, namely, providing training of best practices related to key compliance topics for certification in the field of finance; Educational services, namely, providing training of compliance for certification in the field of investment management

Regulatory compliance consulting in the field of finance; Regulatory compliance consulting in the field of investment management