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on 17 Dec 2024
Transformation Wealth Group, LLC
98400505 · 09 Feb 2024
17 Dec 2030
036
Class 036
Insurance & Financial Services
Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Business brokerage services and related consulting pertaining to procurement, buying, selling and tendering information and opportunities; Business credit verification services; Business equity research; Business finance procurement services; Business liquidation services; Business, stock option and pension valuation services; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services in the nature of an investment security; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; 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; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, business fundraising for others; Financial services, namely, business fundraising provided over a computer network such as the Internet; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, corporate workout, debt restructuring, receivership, and loan resolution for commercial loans; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Financial services, namely, credit repair and restoration; Financial services, namely, debt resolution services in the nature of debt settlement and elimination; Financial services, namely, debt settlement; Financial services, namely, estate settlement services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, life insurance settlement services; Financial services, namely, loan default mitigation services; Financial services, namely, loss mitigation services for under- or non-performing mortgage loans; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, raising debt and equity capital for others; Financial services, namely, savings programs for youths; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, vehicle title loans; Financial services, namely, wealth management services; Financial administration of retirement plans; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, businesses, individuals, and families; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy services; Financial consultancy services in the area of healthcare; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial credit rating services; Financial credit scoring services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial due diligence services in the field of real estate; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial guarantees; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial management of employee pension plans; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial services, namely, mortgage planning; Financial transaction services, namely, providing secure commercial transactions and payment options; Financial trust planning; Insurance administration; Insurance administration services, namely, assisting others with adjusting insurance claims; Insurance agencies; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Insurance carrier services; Insurance claims administration; Insurance claims processing; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Insurance risk management; Insurance services, namely, providing independent scoring service related to existing medical services in a specific geographic region for insurance evaluation purposes; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, writing property and casualty insurance; Insurance subrogation; Insurance underwriting consultation; Insurance underwriting services for all types of insurance; Accident insurance underwriting; Accident insurance underwriting services; Administration of employee welfare benefit plans concerning insurance and finance; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Assessing insurance claims; Business liquidation services, financial; Claims administration services in the field of health insurance; College consulting services, namely, assisting students in applying for scholarships and financial aid; College counseling services, namely, assisting students in applying for scholarships and financial aid; Consultancy services relating to insurance; Consulting and information concerning insurance; Dental health insurance administration; Dental health insurance underwriting and administration; Development of insurance policies for others; Financial advice relating to tax; Financial advice relating to income tax; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Health insurance cooperative services in the nature of underwriting, issuing and administration of health insurance; Health insurance underwriting; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; Life insurance brokerage; Life insurance underwriting; Medical insurance underwriting; On-line financial planning services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial assessment services to businesses, individuals, and families; Providing financial consultation services to businesses, individuals, and families; Providing financial information services to businesses, individuals, and families; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing insurance information; Providing an internet website portal in the field of financial transaction and payment processing services; Providing information about healthcare insurance plans; Providing information in insurance matters; Providing information in the field of estate planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Real estate services, namely, tax appraisals; Real estate title insurance underwriting services; Strategic financial advisory services; Strategic corporate financial advisory services
Business brokerage services and related consulting pertaining to busin...
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