FIRST CAROLINA WEALTH

Class [036]
Insurance & Financial Services

Financial services, namely, wealth management services, financial planning and investment advisory services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment management services; corporate trust management, namely, trust management accounts for corporations and other entities; financial services, namely, custodial and escrow services; institutional investment advisory services; financial management of hospital and foundation fund services; institutional financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes; estate planning; services as trustee, executor and trust under will, namely, estate trust management services; financial stock and bond portfolio management; and financial fiduciary trust administration, management and financial planning services; estate planning; estate trust planning; trust services, namely, investment and trust company services in the nature of estate trust management and trust management, paying of bills, payment of taxes, and management of retirement investment accounts