Financial services, namely, wealth management services; investment management; portfolio planning and management, namely, financial portfolio management; financial planning and investment advisory services; philanthropic planning, namely, philanthropic services concerning monetary donations; estate planning; college and education consulting services, namely, assisting students in applying for scholarships and financial aid; Financial retirement plan consulting, design and implementation in the nature of financial planning for retirement; family legacy planning in the nature of estate planning; fiduciary services, namely, fiduciary representative services
Live/Registered
on 17 Mar 2020
ALAETHESWEALTH
Candise C. Holmlund
88488393 · 25 Jun 2019
17 Mar 2026
036
Class 036
Insurance & Financial Services
Financial services, namely, wealth management services; investment management; portfolio planning and management, namely, financial portfolio management; financial planning and investment advisory services; philanthropic planning, namely, philanthropic services concerning monetary donations; estate planning; college and education consulting services, namely, assisting students in applying for scholarships and financial aid; Financial retirement plan consulting, design and implementation in the nature of financial planning for retirement; family legacy planning in the nature of estate planning; fiduciary services, namely, fiduciary representative services