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Financial services, namely, investment advisory, investment
management, asset management, portfolio management,
investment brokerage, securities brokerage, investment
consultation, wealth management, and financial planning
services; financial services, namely, providing financial
information relating to investment advisory services,
investment management services and financial management via
an interactive website; financial and investment services,
namely, investment advisory and investment management and
brokerage of securities, exchange-traded funds, models,
hedge funds, private equity funds, funds investment, wrap
fee programs, separate accounts, variable annuity programs,
stocks, bonds, commodities, derivatives and debt investment,
and limited partnerships; financial services, namely,
financial research, analysis, consultation, and information
services; financial services, namely, investment fund
transfer and transaction services; financial custody
services, namely, commission of servicing and management of
financial assets; management and investment of funds and
assets of others; capital investment services; financial
services, namely, mutual fund advisory and investment
management services, mutual fund distribution services,
mutual fund underwriting and administration services, and
variable annuities investment services; financial investment
services, namely, creation, operation, management, brokerage
and administration of the issuance and distribution of
investment funds, exchange-traded funds, investment fund
transfer and transaction services; financial services,
namely, exchange-traded fund advisory and investment
management services, exchange-traded fund distribution
services, exchange-traded fund underwriting and
administration services; clearance services, namely,
clearing and settling financial transactions on behalf of
others; maintaining assets and securities for others, and
confirming and tracking financial transactions for others;
insurance investment services; trust and estate planning and
management services; retirement planning services; real
estate investment and trust advisory and management
services; investment advice in the fields of private equity,
hedge funds, and alternative investments; investment
management in the fields of private equity, hedge funds, and
alternative investments; investment of funds for others in
the fields of private equity, hedge funds, and alternative
investments; private equity consultant services; private
equity fund investment services; private placements of hedge
funds, private equity funds, securities and derivatives for
others; providing venture capital, development capital,
private equity and investment funding
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