THE COMPLEAT ADVISOR

Business services, namely, management and business consultation targeted to financial advisors and their clients; business development services, namely, offering start-up support services for financial advisors

[ Investment services, namely, asset acquisition, consultation, development and management services; financial planning services for retail and institutional clients and advisors; brokerage of investment products for retail and institutional clients and advisors, namely, asset management portfolios, Exchange Traded Funds, annuities, real estate investment trusts and mutual funds ]