PERSONALLY CONNECTED

Business management services, namely, providing on-line facilities featuring transaction order entry and order confirmation services; business management services, namely, business consultation services in the field of regulation compliance for investment brokerage, financial brokerage, and insurance brokerage; business management services, namely, advice in the field of marketing, marketing activities and launching of new products; providing office support staff services for fee-based financial planning programs; business administration and management, namely, commercial administration of insurance licensing for states and security registration brokerage firms and advisors

Financial services, namely, securities brokerage services, fee-based financial planning services, financial and investment advisory services for independent financial professionals, financial consultation, and estate planning; 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; investment services, namely, investment management, financial investment portfolio analysis, and advice relating to investments; insurance services, namely, insurance brokerages and insurance agency services; investment consultancy, namely, conducting research and due diligence on investment strategies, companies, offerors and intermediaries and their products in furtherance of investment advisory and consultancy services; regulatory compliance consulting in the field of investment brokerage, financial brokerage, and insurance brokerage