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Goods & Services

Financial advice; Financial valuations; Financial portfolio management; Financial securities brokerage; Financial advisory services; Financial investment brokerage services; Financial wealth management services; Financial advice on retirement; Financial securities brokerage services; Providing financial advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial administration of retirement plans; Financial advice and consultancy services; Financial management relating to investments; Financial advice relating to retirement; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing information in the field of financial planning; Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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