Online financial services, namely, online wealth management services and online estate planning services

Online financial services, namely, online wealth management services and online estate planning services, excluding from all of the foregoing financial services in connection with banking services, payment related services other than accepting online payments from clients, credit card services, payment card, prepaid card, bank card, debit card, credit card, charge card, magnetic encoded card or smart card, calling card, stored value and/or prepaid card services, the marketing, distribution, p...

Online financial services, namely, online wealth management services and online estate planning services

Providing an online, non-downloadable software platform in the nature of financial asset management for use by third parties offering financial services

Online financial services, namely, online wealth management services and online estate planning services, excluding from all of the foregoing financial services in connection with banking services, payment related services other than accepting online payments from clients, credit card services, payment card, prepaid card, bank card, debit card, credit card, charge card, magnetic encoded card or smart card, calling card, stored value and/or prepaid card services, the marketing, distribution, p...