CHARTERED WEALTH ADVISOR

Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Business planning; Business succession planning

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning and investment advisory services