99545513
Dec 12, 2025
Financial investment advising services for businesses and individuals on issues of portfolio planning and investment planning in the fields of capital markets, securities, stocks, bonds, mutual funds, money market funds, commodities, futures, securities options, and financial indices; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial data analysis; Financial planning and investment advisory services; Financial investment brokerage services; Monitoring financial markets for investment purposes; Financial services, namely, investment advice, management, consultation and investment of funds, including private and public equity and debt investment services; Investment fund management services; Financial management relating to investments; Financial and investment management and brokerage of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing venture capital, development capital, private equity and investment funding; Venture capital fund management; Capital investment consultancy; Brokerage services for capital investments; Mutual funds and capital investment; Capital investment services; Management of a capital investment fund; Automated Clearing House transaction processing services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Investment fund transfer and transaction services; Annuity account and investment administration and the investment and distribution of annuity funds; Electronic funds transfer; managing collections and distribution of fundraising proceeds
Insurance and Financial