Preparation of reports relating to personal financial investment accounts and marketing services within customer life stage planning

Financial services, namely, providing retirement, investment advisory and financial asset management services; providing individually managed investment account services; providing financial investment valuations, information, analysis, research and recommendations; providing automated and customized personal financial, investment management, and investment advisory services, namely, management of securities portfolios by providing personal financial investment accounts and monitoring financial and investment account transactions and account balances; financial retirement plan consulting and financial administration of retirement plans; investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; insurance and financial services, namely, insurance underwriting, distribution, administration, and agency services in the fields of individual life insurance, group life insurance, accident and health insurance, and annuities; insurance and financial services, namely, distribution, brokerage, and administration of annuities; financial planning services; all of the foregoing may also be provided via digital platforms, applications and tools