Fund investment and mutual fund advisory services; Investment counseling services in the nature of investment consultation; Management of portfolios comprising securities; Mutual fund investment, transaction administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments

Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments

Management of portfolios comprising securities; exchange-traded fund investment, transaction administration, distribution, brokerage, and investment advisory services; financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments