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FINANCIAL MANAGEMENT, FINANCIAL PLANNING AND FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TRADABLE INSTRUMENTS, NAMELY, SECURITIES, COMMODITIES AND FUTURES, VIA A GLOBAL COMPUTER NETWORK, ELECTRONIC MEANS, COMPUTER COMMUNICATION, TELEPHONE COMMUNICATION, AND OTHER MEANS; FINANCING SERVICES, NAMELY, VENTURE CAPITAL, EQUITY AND DEBT FINANCING; FINANCIAL SERVICES, NAMELY, CONDUCTING PRIVATE PLACEMENTS AND PUBLIC OFFERINGS OF SECURITIES, FUTURES AND COMMODITIES; INVESTMENT BANKING, INVESTMENT ADVICE AND INVESTMENT MANAGEMENT; SECURITY BROKERAGE; FINANCIAL SERVICES IN THE NATURE OF INVESTMENT SECURITIES; MORTGAGE LENDING; INVESTMENT BROKERAGE; FINANCIAL PLANNING SERVICES; COMMERCIAL BANKING; MERCHANT BANKING; MUTUAL FUND INVESTMENT SERVICES; FINANCIAL INVESTMENT RESEARCH; INSURANCE AGENCY AND UNDERWRITING SERVICES IN THE FIELDS OF HOME, ACCIDENT, LIFE, FIRE AND DISABILITY INSURANCE, AND INSURANCE AGAINST FINANCIAL LOSSES IN THE VALUE OF FINANCIAL INSTRUMENTS AND PRODUCTS; FINANCIAL ANALYSIS AND CONSULTATION FOR OTHERS, NAMELY, INVESTORS; AND FINANCIAL INFORMATION SERVICES, NAMELY, INVESTMENT AND PORTFOLIO STATUS INFORMATION PROVIDED BY ELECTRONIC MEANS