MMI

financial planning services; investment advisory services; financial services, namely, administration of transactions involving securities, stocks, funds, equities, eft exchange traded funds, bonds, cash, or other types of financial investments; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial planning consultation; financial planning for retirement; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial portfolio management; financial portfolio analysis services; investment management services