Banking, investment services, namely, investment brokerage services, online investment brokerage services, currency exchange, maintaining accounts for investments, mutual fund investments, and financial services, namely, financial portfolio management, and financial information provided online and by electronic means

banking, investment services, namely [investment consultation and advice, financial portfolio management,] investment brokerage services, online investment brokerage services, currency exchange, maintaining accounts for investments, mutual fund investments, and financial services, namely, financial portfolio management, [financial planning, financial research,] and financial information provided online and by electronic means