WOULDN'T IT BE GREAT IF THE PERSON YOU TRUST MOST WAS YOUR BROKER

Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; financial portfolio management services; financial analysis and consultation; financial planning; financial research

Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation