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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;
management and investment of funds and assets of others;
capital investment services; financial transaction services,
namely, clearing and reconciling 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
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