TOTAL PRACTICE MANAGEMENT

Conducting registered representative incentive award programs to promote work quality and productivity; Providing registered representative incentive award programs for the purpose of promoting and rewarding business loyalty

Providing information and research in the field of finance and financial investments

Business education and training services, namely, developing and facilitating customized leadership development programs and providing business education programs to registered representatives

Computer services, namely, providing a web-based system and online portal featuring on-line non-downloadable software enabling users to perform financial and investment advisory services, financial planning and needs analysis and to manage and consolidate client accounts