AVISE

Owner

Goods & Services

Financial advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services, namely, expert analysis in finance; Financial wealth management services; Financial consultancy 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; Strategic financial advisory services; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence

Business operation, business administration and office functions; Advisory services relating to business management and business operations; Offering business management assistance in the establishment and/or operation of financial advisory firms.; General business networking referral services, namely, promoting the goods and services of others by passing business leads and referrals among group members; Business intermediary services relating to the matching of various professionals with clients; Business advisory services; Business consultancy relating to regulatory compliance; Business management assistance; Business organization and operation consultancy; Operation of a business for others, namely, management and operations of financial advisory firms

Regulatory compliance consulting in the field of finance; Regulatory compliance consultancy in the field of finance; Regulatory compliance auditing; all of the foregoing services excluding legal services