78092789
Nov 12, 2001
Nov 7, 2006
Business organizational consultation, namely, planning of real estate stock corporations; financial valuation of businesses and business transactions, namely, business appraisals and business auditing; all provided in person, via telephone, via correspondence and/or via a global information or other electronic data communications network or media * to private, corporate and institutional clients *
Advertising and BusinessReal estate services, namely, real estate property and asset management, real estate investment portfolio management, real estate consulting, real estate appraisal, real estate fund administration, namely, investor selection, portfolio selection and management, financing and tax optimization, real estate transaction consulting, real estate leasing, real estate brokerage; [ banking services; ] private banking; asset management, namely [ financial, investment and real estate management; investment banking; financial analysis and consultation services; ] financial management, financial planning and financial investment services in the fields of real estate, [ securities, commodities, futures, and financial derivatives; financial valuation services of financial and investment assets, personal property, real estate, corporate securities, paper and paper instruments, security portfolios, options and futures; ] insurance brokerage, analysis, consultation and planning services; [ investment brokerage, analysis, planning and consultation services; lending services, namely consumer and commercial lending; estate trust management; ] * and * commissioned brokerage of * foreign * securities, * foreign * stocks, * foreign * commodities, * foreign * futures, * foreign * financial derivatives, precious metals, and foreign exchange for others; all provided in person, via telephone, via correspondence and/or via a global information or other electronic data communications network or media * to private, corporate and institutional clients *
Insurance and Financial