EQUITYTREE

Downloadable electronic publications in the nature of brochures, booklets, magazines, and newsletters in the field of financial, estate, insurance, investment, asset management, retirement planning and tax planning services

Financial planning services; Investment and asset management, tracking and analysis; Portfolio management; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment services; Investment advisory services; Investment consultation services for institution and individual investors; Insurance consultation; Insurance brokerage; Estate Planning; retirement plan consulting services; Estate trust management; Financial analysis and consultation; Financial valuations; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment services, namely, offering exchange traded fund products

Providing on-line publications in the nature of brochures, booklets, magazines, and newsletters in the field of financial, estate, insurance, investment, asset management, retirement planning and tax planning services; Educational services, namely, conducting classes and seminars and public speaking conference sessions in relation to financial, estate, insurance, investment, asset management, retirement planning and tax planning services