training courses related to financial computation and analysis; providing non-downloadable electronic newsletters delivered by email in the field of finance and finance-related computer software; providing non-downloadable electronic manuals and user guides delivered by email for finance-related computer software; providing non-downloadable electronic documentation delivered by email regarding mathematical models of financial instruments

computer software and instructional manuals sold as a unit for use in the fields of financial engineering and financial risk management

Financial advisory services; Financial investment brokerage services; Financial securities brokerage services; Financial information and advisory services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services