Financial services, namely, securities broker-dealer services, fee-based financial planning services, financial and investment advisory services, financial consultation; investment services, namely, investment management, investment portfolio analysis, advice relating to investments

Downloadable computer software and mobile applications for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management and investment management; Downloadable computer software and mobile applications for use by others in rendering financial services, namely, software for planning and delivering financial and investment advice and strategies...