Financial services, namely, wealth management services; financial planning; estate planning; financial services, namely, investment advice, investment management, investment consultation; financial administration of financial plans, investments and investment plans, and retirement plans; financial risk management; insurance risk management; insurance brokerage services; insurance consultation services; insurance underwriting in the field of personal insurance, general liability insurance, life insurance, business insurance, cyber liability insurance, property and casualty insurance, disability insurance, long term care insurance and identity theft insurance; administration of employee benefit plans concerning insurance and finance
Live/Pending
on 14 Nov 2024
WINDESWEALTHMANAGEMENT
Windes Wealth Management LLC
98853596 · 14 Nov 2024
036
Class 036
Insurance & Financial Services
Financial services, namely, wealth management services; financial planning; estate planning; financial services, namely, investment advice, investment management, investment consultation; financial administration of financial plans, investments and investment plans, and retirement plans; financial risk management; insurance risk management; insurance brokerage services; insurance consultation services; insurance underwriting in the field of personal insurance, general liability insurance, life insurance, business insurance, cyber liability insurance, property and casualty insurance, disability insurance, long term care insurance and identity theft insurance; administration of employee benefit plans concerning insurance and finance