35
Promotion of financial and insurance services, on behalf of third parties; Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes
36
Assuming financial risk of others by entering into options and swaps; Financial analysis and consultation; Financial consultation; Financial exchange; Financial forecasting; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services
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