76487100
Feb 3, 2003
Jul 26, 2005
financial services, namely, financial analysis services, financial advisory services, financial management services, financial research services, and financial portfolio management services; investment services, namely, investment consultation services, investment advisory services, and investment management services; funds investment services; investing the funds of others; mutual fund investment services; establishing mutual funds and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and analysis in the fields of finance, [economics,] investment, financial planning, and investment strategy; and providing financial information in the nature of rates of exchange
Insurance and Financial