35
Preparation of reports relating to finance and investments, namely, preparation of investment analysis, evaluations, structures and policies; preparing and providing financial and investment reports; Business advice and information; Business consultation services
36
Financial advisory services for preparing and carrying out financial transactions related to investments, stocks, bonds, and other securities; Financial planning and investment advisory services; Financial portfolio management; Investment management; Investment consultation; Investment of funds for others; Financial investment brokerage; Financial advisory and consultancy services; Strategic financial advisory services; Financial analysis and research services; Financial asset management; Financial information and evaluations; financial and investment advisory services related to swaps; Financial services, namely, assisting others with financial transactions for investments, stocks, bonds, and other securities; Financial services, namely, investment fund transfer and transaction services
41
Education services, namely, providing classes, seminars, and workshops in the field of income management, financial planning, investment management, portfolio management, and asset management