77349521
Dec 11, 2007
Advice relating to investments; Financial investment in the field of securities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Investment advisory services; Investment consultation; Mutual fund investment; Trust services, namely, investment and trust company services; Financial information and advisory services; Financial information provided by electronic means; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely estate settlement services; Financial services, namely providing on-line stored value accounts in an electronic environment; Financial services, namely, investment fund transfer and transaction services; Insurance and financial information and consultancy services; Online financial planning services
Insurance and Financial