Financial consulting services to assist businesses in selecting and managing investments; providing personalized and customized financial risk assessments; investment consultation; tax-loss harvesting, namely, tax consultation relating to selling securities at a loss to offset capital gains tax liability due to profitable sales of securities; financial consultation in the field of borrowing funds; Securities trade execution services

Financial consulting services, namely, services to assist consumers and other end users to select and manage investments and borrowing, namely, providing personalized and customized financial risk assessments, investment and borrowing advice, and acquiring and managing investments