Financial advice and consultancy services; 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 asset management; Financial planning and investment advisory services; Financial portfolio management

Financial services, namely, providing investors with financial and investment management services for identifying strategy, selecting managers, evaluating performance, and combining securities and managers who oversee mutual funds, separately managed accounts, hedge funds, and other investment products