MARINER ADVISOR NETWORK

Owners

Goods & Services

Financial consulting and advisory services; Investment consulting, management and advisory services; Financial services, namely, wealth management services; Personal financial planning, financial asset management, and investment advisory services; Financial planning and management; Financial investment and retirement plan services and consulting

Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; Providing temporary use of online, non-downloadable software for financial goal setting and tracking, budgeting, money management, recording and tracking financial transactions; Providing temporary use of online, non-downloadable software for providing education content in the field of financial wellness

Business consulting and advisory services; Business support services, namely, business consulting to financial advisors and independent investment advisors