Investment brokerage; Investment consultation

investment consulting and brokerage services in the fields of securities, mutual funds, partnerships, and other investments

COMPUTERIZED SOFTWARE PACKAGES FOR INVESTMENT ANALYSIS, AND COMPUTER SERVICES

FINANCIAL SERVICES IN THE NATURE OF ADVISORY/CONSULTING SERVICES REGARDING INVESTMENT SECURITIES ACCOUNTS

Financial advisory and consultancy services, namely, enabling advisors to build customized portfolio models that combine separately managed accounts, third-party managers, and financial consultancy and advisory directed models in one single account

INVESTMENT CONSULTING AND BROKERAGE SERVICES IN THE FIELDS OF SECURITIES, MUTUAL FUNDS, PARTNERSHIPS, AND OTHER INVESTMENTS