DYNASTY: ADVISOR TO CEO

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

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