SS

Owners

Goods & Services

Financial consulting services, namely, expert analysis in finance; Providing information in the field of personal finance; Advice on finance during retirement; Consulting in the field of finance; Providing information in the field of finance; Providing financial information in the field of decentralized finance (DeFi); Corporate finance services, namely, consultation in the field of capital structure; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Wealth transfer planning; Financial wealth management services; Financial services, namely, wealth management services; Family office services in the nature of financial wealth management services; Providing information in the field of wealth management; Investment consultation; Investment advice; Funds investment; Investment consultancy; Investment management; Advice relating to investments; Financial management relating to investments; Investment of funds; Investment advisory services; Capital investment consulting; Equity capital investment; Capital investment services; Commodity investment advice; Mutual fund investment; Fund investment consultation; Capital investment; Capital investment consultancy; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Public equity investment management; Financial investment brokerage services; Investment risk assessment services; Investment by electronic means; Investment fund management services; Mutual funds and capital investment; Investment of funds for others; Family office investment advisory services; Family office investment management services; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; Investment services, namely, asset acquisition, consultation, development and management services; Family office services in the nature of investment management; 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; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning