Financial advice, namely, budget planning; Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Investment advice; Investment advisory services; Investment management; Investment of funds for charitable purposes; Investment of funds for others; Financial planning and investment advisory 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
Live/Pending
on 17 Oct 2024
WHITEHAWKWEALTHMANAGEMENT
White, Jonathan D.
98264969 · 10 Nov 2023
036
Class 036
Insurance & Financial Services
Financial advice, namely, budget planning; Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Investment advice; Investment advisory services; Investment management; Investment of funds for charitable purposes; Investment of funds for others; Financial planning and investment advisory 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