Gates, Gary Eugene

BEYOND TRADITIONAL ADVICE

Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and 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; Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Investment advice; Investment advisory services; Investment management of and distribution of annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and 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 information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments;