LIQD

Class [036]
Insurance & Financial Services

Financial management; Financial analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial planning services; Financial evaluation services; Financial advisory and consultancy services; Investment advisory services; Tax consultancy; Wealth management and consultancy services; Investment fund transfer and transaction services; Investment security services; Investment advisory and consultancy services; Investment management; Investment of funds for others; Investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; Retirement planning services; Consulting for other financial services firms, consumers, and financial advisors; Financial, fiduciary, and investment management; Trust services, namely, investment and trust company services; Financial trust administration; Estate trust management; Trust and estate financial administration services and estate planning consultation; Fiduciary services, namely, fiduciary representative services; Financial advisory and consultancy services; Wealth management services; Financial risk management consultation; Financial portfolio management services; Financial planning services; Investment advisory services, namely, Registered Investment Advisor (RIA) services; Providing financial advisory services to consumers; Life-event planning for financial investment purposes; Providing financial advisory services to others; Financial investment brokerage services; Providing information in the fields of finance, financial investments, and financial planning for retirement; Financial consultancy; Capital investment; Brokerage services; Securities brokerage; Stock brokerage services; Stocks and bonds brokerage; Stock exchange quotations; Financial evaluation for life insurance purposes; Financial evaluation for long-term care insurance purposes; Financial evaluation for disability income insurance purposes; Life insurance brokerage; Long-term care insurance brokerage; Disability income insurance brokerage; Life insurance advisory and consultancy services; Long-term care insurance advisory and consultancy services; Disability income insurance advisory and consultancy services; Insurance needs analysis; Employer-sponsored retirement plan advisory and consultancy services