| Goods and Services | Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial risk management; Financial risk management consultation; Financial services in the field of money lending; 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; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advisory services; Investment by electronic means; Investment consultation; Investment management; Investment of funds for others; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Mutual fund distribution; Mutual fund investment; Private equity fund investment services; Advice relating to investments; Capital investment consultation; Commodity investment advice; Consultation in art as an investment; Equity capital investment; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment in the field of alternative investments, private equity, hedge funds, and/or real estate; 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; Investment advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Public equity investment management; Securities trading and investing services for others via the internet; Private placements of hedge funds, private equity funds, securities and derivatives for others; 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, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems |
