Financial advice; Financial asset management; Financial investment brokerage; Financial management; Financial management via the Internet; Financial planning; Investment advice; Investment advisory services; Investment banking services; Investment by electronic means; Investment management; Capital investment services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt i...

Securities and cash processing, namely, the trading, clearing and settlement of securities and cash investments; securities and cash administration services, namely, the administration of transactions involving funds drawn from securities and cash investments