98235290
Oct 23, 2023
Financial consultation, namely, providing financial advice and consultancy for assessing and planning client financial and life style objectives both qualitatively and quantitatively, such consultation incorporating the influences of human emotions and physical responses on financial decision-making, risk perception, investment behavior and market dynamics; executing those financial objectives, and monitoring both qualitatively and quantitatively the execution of those financial objectives by utilizing one or more of online simulation tools, diagnostic indices, or financial analysis algorithms and by utilizing collaborative partnerships with financial services and healthcare services providers
Insurance and Financial