THE ADVISOR LAB

Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and securities; record keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others

Financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management

Investment broker sales training; conducting seminars and workshops in the field of financial investment for investment brokers