86427430
Oct 17, 2014
Jun 9, 2015
Financial advice and consultancy services; Financial analysis and consultation; Financial consultation; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, business fundraising for others; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services
Insurance and FinancialEducational services, namely, conducting seminars, classes, lectures, conferences, workshops and panel discussions in the field of investments, wealth management, financial planning, retirement planning and risk management and distribution of course and educational materials in connection therewith; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of investments, wealth management, financial planning, retirement planning and risk management; Entertainment and educational services, namely, the presentation of seminars, lectures, workshops and panel discussions, and ongoing television and radio talk shows all in the field of public interest concerning personalized strategies to achieve financial independence; Providing a website featuring non-downloadable videos in the field of financial planning
Education and Entertainment