KOREN WEALTH MANAGEMENT

Charitable foundation services, namely, providing financial assistance for programs and services of others; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment brokerage services; 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; Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Strategic financial advisory services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, conducting a securities and derivatives exchange; Financial securities exchange services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, FINANCIAL ADVISORY AND CONSULTANCY SERVICES; Financial services, namely, mortgage refinancing; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial services, namely, wealth management services; Financial analysis and research services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial services, namely, life insurance settlement services; Financial risk assessment services; Financial consultancy services; Information, advisory, consultancy and financial research services relating to finance and investments; Family office services in the nature of financial wealth management services; Financial wealth management services; Electronic financial trading services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial services in the nature of providing an investment option available for life insurance products; Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial advisory services; Providing financial research services