Financial services, namely, investment asset management, unit investment trusts, open-end and closed-end investment company services, financial advisory services, investment transfer agency services, and retirement trust management services

'advisori':21 'agenc':25 'asset':5 'close':15 'closed-end':14 'compani':18 'end':12,16 'financi':1,20 'invest':4,8,17,23 'manag':6,30 'name':3 'open':11 'open-end':10 'retir':28 'servic':2,19,22,26,31 'transfer':24 'trust':9,29 'unit':7

Educational services, namely, conducting programs in the field of financial investing for securities broker/dealers

'broker/dealers':14 'conduct':4 'educ':1 'field':8 'financi':10 'invest':11 'name':3 'program':5 'secur':13 'servic':2

CHARISMATIC ADVISOR

Owners

Goods & Services