| Goods and Services | Cash management; Credit and financial consultation; Financial advice; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial information provided by electronic means in the field of finance, investment, money management and financial planning; Financial investment brokerage services; Financial planning; Financial planning consultation; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Private placements of hedge funds, private equity funds, securities and derivatives for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Securities brokerage services; Securities trading and investing services for others via the internet; Trust management accounts; Brokerage services for capital investments; Capital investment services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of financial stock and equity markets; Providing an on-line computer database in the field of stock/securities market information; Providing on-line financial calculators |
