77543646
Aug 11, 2008
Financial and investment services provided to consumers, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning provided to consumers; Financial planning and investment advisory services provided to consumers; Financial planning consultation provided to consumers; Financial planning for retirement provided to consumers; Financial planning provided to consumers, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services provided to consumers; Financial portfolio management provided to consumers; Financial services provided to consumers, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services provided to consumers, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services provided to consumers, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment management provided to consumers; On-line financial planning services provided to consumers; Providing a web site featuring personal financial information and financial advice, provided to consumers
Insurance and Financial