ONE PEAK

Class [036]
Insurance & Financial Services

Financial and investment services, namely, financial planning and investment advisory services; private equity investment services, namely, financial planning and investment advisory services; capital fund investment services, namely, financial planning and investment advisory services; administration of funds and investments, namely, financial planning and investment advisory services; providing brokerage services for capital investments; providing services in the investment and financial fields, namely, fund investment services, exchange traded funds investment services, investment and insurance brokerage, investment management, asset management, investment advice and advisory services, securities lending, financial, investment, and actuarial consultation, financial and investment research, banking, retirement planning, and annuities investment; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic and other means; providing an interactive website and online computer database in the fields of investing, finance, saving, financial planning, financial news and financial information; analysis in the fields of investing, finance, and financial planning; financial portfolio management; wealth management services, namely, financial planning and investment advisory services; monitoring investment value and performance of investments; evaluation of asset allocation, risk tolerance, financial alternative plans and investment time frames; financial planning and investment advisory services; financial, insurance and actuarial consulting services; electronic funds transfer, wire, and other payment services; providing information by phone, in writing and by online means in the fields of investment account information and financial research; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management