PATTERN FINANCIAL

Owner

Goods & Services

Brokerage in the field of private held stock; Charitable foundation services, namely, providing financial assistance for programs and services of others; Electronic financial trading services; Financial asset management; Financial consultancy and insurance consultancy; Financial management in the field of investment portfolios; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial research; Financial valuations; Financing loans for customers; Fiscal valuations and assessments; Information, advisory, consultancy and research services relating to finance and investments; Insurance brokerage; Investment advisory services; Investment consultation; Investment management; Providing financial information; Providing financial information via a website; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing personal loans and lines of credit; Strategic financial advisory services