97824892
Mar 6, 2023
Financial services, namely, investment advisory services and financial asset management services; mutual fund services, namely, mutual fund sub-advisory services, mutual fund investment, mutual fund investment consultation, and mutual fund distribution; managed account services being investment management; financial planning, namely, providing a personalized, holistic financial wellness plan for individuals; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; financial retirement services, namely, financial retirement plan consulting and advisory services, investment management services for managed account platforms, collective investment trusts, and mutual funds
Insurance and FinancialComputer services, namely, providing online, non-downloadable software that provides users the ability to obtain a personalized, holistic financial wellness plan and financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans
Computer and Scientific