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Financial services, namely, investment advisory, investment
management, financial asset management, financial portfolio
management, investment brokerage, securities brokerage,
investment consultation, wealth management, and financial
planning services, all the aforesaid services also available
via the Internet or a similar electronic network; financial
and investment services, namely, investment advisory and
investment management and brokerage of securities, hedge
fund investment, private equity fund investment, wrap fee
programs, namely, bundled investment management and
brokerage services, financial services, namely, a total
portfolio offering for high net worth clients consisting of
separate accounts for equity and fixed income investments,
stocks brokerage, bonds brokerage, commodities brokerage,
financial derivatives brokerage and debt investment;
financial services, namely, financial research, analysis,
consultation, and information services; financial services,
namely, investment fund transfer and transaction services;
financial management and investment of funds and assets of
others; capital investment services; financial transaction
services, namely, clearing financial transactions; financial
services, namely, mutual fund advisory and investment
management services, mutual fund distribution services,
mutual fund underwriting and administration services;
maintaining assets and securities for others in the nature
of financial management, and confirming and tracking
financial transactions for others; financial planning for
retirement; real estate investment services