90176907
Sep 13, 2020
Financial services for seniors, namely, brokerage and banking of mortgage loans including forward and non-QM and reverse mortgages; financial planning, namely, brokerage, planning in the nature of securities portfolio management, and investment consulting all for financial securities, specifically for mutual funds and stocks and bonds; and insurance brokerage services for life, health, and disability insurance and planning and management in the nature of insurance consulting in connection therewith
Insurance and Financial