Providing financial information about self-directed investment opportunities to others for the purpose of investing retirement savings in traditional and alternative investment vehicles; investment advice about self-directed investment opportunities to others for the purpose of investing retirement savings in traditional and alternative investment vehicles; financial services, namely, providing self-directed investment accounts for investing retirement savings in traditional and alternative i...

Financial records management of financial and retirement planning documents for use by self-directed investment account holders to invest retirement savings in traditional and alternative investment vehicles; none of the foregoing relating to the provision of mortgage banking and lending services, property valuation, consumer or commercial lending services, credit consulting services, preparation of business reports, real estate services, insurance services, price comparison services, incenti...