AWM ASSOCIATE WEALTH MANAGER

Owners

Goods & Services

Lobbying services for commercial purposes; promotional marketing services using audiovisual media relating to the interest of wealth managers and other professionals in the fields of finance; organization of events, exhibitions, fairs and shows for commercial, promotional and advertising purposes; association services, namely, maintaining list of members on printed documents about the members of the association and in databases of the members of the association; business consulting regarding the standards of professional and ethical practice in the fields of finance, investment and management of wealth; promotional activities , namely, distribution of printed material and promotional contest relating to professional certification in the fields of finance, investment and management of wealth; secretarial services; promotional services, namely, promoting and marketing the vocational training services of others through all public communication means for vocational training in the fields of finance, investment and management of wealth

Education services, namely, providing classes, seminars, and workshops in the fields of finance, investment and management of wealth, instruction and training in the fields of finance, investment and management of wealth; Arranging and conducting conferences, courses, seminars, workshops and colloquiums for educational and training purposes in the fields of finance, investment and management of wealth; Production of sound and/or video recordings for educational purposes in the fields of finance, investment and management of wealth; Rental and lending of instructional and teaching materials, namely, books, brochures, magazines, videos in the fields of finance, investment and management of wealth; Educational testing services, namely, organization of examination sittings, namely, for qualifications and certifications in the fields of finance, investment and management of wealth; Educational testing services, namely, design, setting, administering and scoring examinations in the fields of finance, investment and management of wealth; Arranging certificate award ceremonies in the fields of finance, investment and management of wealth to demonstrate that the awardees have passed competency examinations; Educational testing of people in the fields of finance, investment and management of wealth

Printed matter in the fields of finance, investment and management of wealth, namely, books, newsletters, brochures, monographs, and pamphlets; printed periodicals in the fields of finance, investment and management of wealth; printed educational, teaching and examination materials in the fields of finance, investment and management of wealth; examination papers in the fields of finance, investment and management of wealth; course books in the fields of finance, investment and management of wealth; printed certificates in the fields of finance, investment and management of wealth; stationery in the fields of finance, investment and management of wealth