Promoting public awareness in the fields of finance and business; Arranging and conducting trade show exhibitions and conventions in the field of business and financial services; Providing business and commercial information in the field of finance and business operations, including information on lending institutions and business funding options.

financial services, namely, the compilation of ivestment products for distribution to financial professionals

financial services, namely, providing clients with a personalized financial service through an account representative and a computerized account which permits client accounts to hold shares of certain no-load mutual funds

financial management services, namely providing electronic exchange of information in the area of investment management via a database on a global computer network