35
Marketing consultation to investment advisory representatives in the field of financial risk assessment, asset management and allocation, investment management, and financial trading
36
Financial and investment services, namely, providing information to financial advisors in the fields of financial risk assessment, asset management and allocation, investment distribution and investment, financial trading; financial due diligence, mutual fund brokerage, investment consultation and advice
41
Education services, namely, conducting classes, seminars, conferences and workshops in the fields of financial and investment advice, financial risk assessment and distribution of course material in connection therewith
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