B BEACON OAK WEALTH MANAGEMENT

Owner

Goods & Services

Financial advisory services; Investment advisory services; Financial consultation; Financial analysis; Financial portfolio management; Investment management; Financial research; Cash management; Financial risk management; Financial planning; Financial asset management; Providing on-line financial calculators; Providing financial information via a website; Providing stock market information; Providing stock/securities market information; Securities brokerage; Stock brokerage services; Mutual fund distribution; Mutual fund investment; Investment fund management services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Consumer lending services; Financial trust operations; Trust services, namely, investment and trust company services; Insurance services, namely, writing property and casualty insurance; Insurance brokerage; Investment management of and distribution of annuities; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments