ADVISORTIME

Owners

Goods & Services

regulatory compliance consulting in the field of finance and investments

financial services, namely, providing investment options available for life insurance products, mortgages in the nature of brokerage services, advisory services, asset management services, investment banking, capital markets, trust administration and management, mortgage banking, mortgage lending, annuities in the nature of life insurance, annuity brokerage services, annuity underwriting, and private markets and equity fund investment services; financial asset management; banking services; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes

technical support services, namely, installation, administration, and troubleshooting of web and database applications; Computer technology support to financial advisors, namely, help desk services; computer technology support services, namely, help desk services in the fields of finance and investment; computer technology assistance to enterprises, namely, help desk services

business support services to financial advisors, namely, providing business support staff services, business consulting, and operational business assistance; business support services, namely, providing business support staff services, business consulting, and operational business assistance in the fields of finance and investment; business management and payroll administration and management services; human resource management services, namely, serving as a human resources department for others; financial records management, namely, maintaining records of financial account balances and transactions; fund accounting services, namely, accounting services for individual and institutional investment accounts; business marketing services for others; operational business assistance to enterprises; business management of office facilities; business supervision services