Educational services, namely, conducting training, conferences, seminars and workshops in the fields of financial planning, mutual funds, retirement planning, financial investments and client development.; real estate site selection; financial affairs and monetary affairs, namely, financial information, management and analysis services; investment of funds for institutional and individual investors; lending, namely, commercial, consumer and real estate lending services; corporate finance services, namely, financial consultation, information and advisory services in the field of tax; investment advisory services, namely, in relation to direct investment, equity and debt investments, fund of funds and multi-manager investments, investments through pooled funds, retirement accounts, club deals and segregated accounts; leasing real estate; financial research services in the fields of investment and real estate; brokerage in connection with real estate, exchange traded funds, UCITS funds, education savings plans, mutual funds, fixed income products and services, collective investment trusts, private funds, collateralized debt obligations, annuities, closed-end funds, separate accounts, commodity pools, exchange-traded products and unit trusts in fixed income, equities, commodities and alternative asset classes; real estate investment; investment advisory and investment portfolio management services; investment of funds for institutional and individual investors, namely, providing investment solutions and strategies in relation to exchange traded funds, UCITS funds, education savings plans, mutual funds, fixed income products and services, collective investment trusts, private funds, collateralized debt obligations, annuities, closed-end funds, separate accounts, retirement accounts, commodity pools, exchange-traded products and unit trusts in fixed income, equities, commodities, real estate and alternative asset classes; facilitating and arranging for the financing of installation of solar energy systems, energy conservation improvements and systems, and alternative energy products in commercial, residential, and industrial properties; investment advisory services in connection with real estate, exchange traded funds, UCITS funds, education savings plans, mutual funds, fixed income products and services, collective investment trusts, private funds, collateralized debt obligations, annuities, closed-end funds, separate accounts, retirement accounts, commodity pools, exchange-traded products and unit trusts in fixed income, equities, commodities and alternative asset classes; real estate valuation; real estate management; real estate advisory and consultation services; debt settlement services; financial services, namely, financial advisory services, fund investment services, portfolio management services, asset management services, asset consultation services, asset advisory services, asset valuation services in connection with real estate, exchange traded funds, UCITS funds, education savings plans, mutual funds, fixed income products and services, collective investment trusts, private funds, collateralized debt obligations, annuities, closed-end funds, separate accounts, retirement accounts, commodity pools, exchange- traded products and unit trusts in fixed income, equities, commodities and alternative asset classes; real estate acquisition; investment advisory services; real estate escrow services; life insurance brokerage, underwriting, consultancy and information services; financing services; insurance brokerage, underwriting, consultancy and information services; real estate appraisal; funds investment services; financing and loan services, namely, provision of syndicated loans; financial investment and asset management services relating to private equity, direct lending, and privately offered securities; real estate brokerage; real estate management, namely, management of agricultural property; investment management, namely, structuring and acting as the collateral manager and investment advisor of collateralized debt obligations and collateralized loan obligations; loan financing; financial investment brokerage, namely, underwriting services in the field of stocks, bonds, securities, exchange traded funds, UCITS funds, mutual funds, collective investment trusts, private funds, collateralized debt obligations, annuities, closed-end funds, commodity pools, exchange-traded products unit trusts; Distribution of advertising, marketing and promotional materials of others and promotional services relating to the sale of real estate, financial and investment products and services of others.
Class 036: Financial management and administration services, namely, distributing annuities in a managed account, a model portfolio, or a collective investment trust
Providing online, non-downloadable videos featuring educational content about municipal bond markets in the nature of market commentary, investment views, market insights and portfolio perspectives for financial professionals, institutional investors and individual investors
Facilitating and arranging for the financing of installation of solar energy systems, energy conservation improvements and systems, and alternative energy products in commercial, residential, and industrial properties; financing services; loan financing
Financial investment and underwriting services in the field of stocks, bonds and securities; financial and investment management and consultation services
Distribution of advertising, marketing and promotional materials of others and promotional services relating to the sale of real estate, financial and investment products and services of others | Financial affairs and monetary affairs, namely, financial information, management and analysis services; real estate appraisal; leasing real estate; real estate site selection; real estate valuation; real estate acquisition; real estate brokerage; real estate management; real estate investment; real estate advisory and consultation services; real estate management, namely, management of agricultural property; investment advisory services; funds investment services; investment advisory services in connection with real estate, exchange traded funds, UCITS funds, education savings plans, mutual funds, fixed income products and services, collective investment trusts, private funds, collateralized debt obligations, annuities, closed-end funds, separate accounts, retirement accounts, commodity pools, exchange-traded products and unit trusts in fixed income, equities, commodities and alternative asset classes; financial services, namely, financial advisory services, fund investment services, portfolio management services, asset management services, asset consultation services, asset advisory services, and asset valuation services in connection with real estate, exchange traded funds, UCITS funds, education savings plans, mutual funds, fixed income products and services, collective investment trusts, private funds, collateralized debt obligations, annuities, closed-end funds, separate accounts, retirement accounts, commodity pools, exchange- traded products and unit trusts in fixed income, equities, commodities and alternative asset classes; lending, namely, commercial, consumer and real estate lending services; financing and loan services, namely, provision of syndicated loans; brokerage in connection with real estate, exchange traded funds, UCITS funds, education savings plans, mutual funds, fixed income products and services, collective investment trusts, private funds, collateralized debt obligations, and annuities, closed-end funds, separate accounts, commodity pools, exchange-traded products and unit trusts in fixed income, equities, commodities and alternative asset classes; financial research services in the fields of investment and real estate; corporate finance services, namely, consultation, information and advisory services in the field of tax and regulatory structuring; real estate escrow services; debt settlement services; investment of funds for institutional and individual investors; investment of funds for institutional and individual investors, namely, providing investment solutions and strategies in relation to exchange traded funds, UCITS funds, education savings plans, mutual funds, fixed income products and services, collective investment trusts, private funds, collateralized debt obligations, annuities, closed-end funds, separate accounts, retirement accounts, commodity pools, exchange-traded products and unit trusts in fixed income, equities, commodities, real estate and alternative asset classes; financial investment brokerage, namely, underwriting services in the field of stocks, bonds, securities, exchange traded funds, UCITS funds, mutual funds, collective investment trusts, private funds, collateralized debt obligations, annuities, closed-end funds, commodity pools, exchange-traded products and unit trusts; investment advisory services, namely, in relation to direct investment, equity and debt investments, fund of funds and multi-manager investments, investments through pooled funds, retirement accounts, club deals and segregated accounts; insurance brokerage, underwriting, consultancy and information services; life insurance brokerage, underwriting, consultancy and information services; investment advisory and investment portfolio management services; investment management, namely, structuring and acting as the collateral manager and investment advisor of collateralized debt obligations and collateralized loan obligations | Educational services, namely, conducting training, conferences, seminars and workshops in the fields of financial planning, mutual funds, retirement planning, financial investments and client development
Investment advisory and investment portfolio management services; investment management, namely, structuring and acting as the collateral manager and investment advisor of collateralized debt obligations and collateralized loan obligations
periodical newsletter in the field of business and financial account management; Information and data compiling and analyzing relating to business in the field of financial account management
Financial investment and underwriting services in the field of bonds and securities, investment advisory and management services, asset and cash management services, portfolio management and tax planning assistance; ASSET MANAGEMENT
Printed publications, namely, newsletters relating to the fields of banking, finance, investment and asset management, cash management, and portfolio management
Educational services, namely, making informational presentations in the fields of banking, finance, investment and asset management, cash management, mutual fund management and portfolio management
financial investment and underwriting services in the field of bonds and securities, investment advisory and management services, asset and cash management services, portfolio management and tax planning assistance
