W WEALTH ADVOCATE G R O U P

Live / Registered — Registered (as of 21 Jan 2025)

What this means for you

Registered since 21 Jan 2025. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Advice relating to investments; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Investment advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; On-line financial planning services