87439721
May 7, 2017
Investment advice; Investment advisory services; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment consultation in the fields of Equities, Debt, Derivatives and other Securities; Investment management; Investment management in the fields of Equities, Debt, Derivatives and other Securities; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of Equities, Debt, Derivatives and other Securities; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Equity capital investment; Financial investment analysis and stock research; Financial investment in the field of Equities, Debt, Derivatives and other Securities; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services, namely, advising others regarding intellectual property investments; Financial information provided by electronic means in the field of Equities, Debt, Derivatives and other Securities; Financial planning and investment advisory services; Financial services in the nature of an investment security; 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, investment fund transfer and transaction 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Management of a capital investment fund; Monitoring financial markets for investment purposes; Private equity fund investment services; Providing investors with financial information; 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Public equity investment management; Securities trading and investing services for others via the internet
Insurance and Financial