Financial services, namely, investment management and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; providing investment and portfolio status information by electronic means

providing investment advice and investment consultation; investment management in the field of private placement of securities; conducting private placements and public offerings of securities; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; financial administration of retirement plans; providing information, research, and commentary, all in the fields of financial ...