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Financial services, namely asset management; Financial services, namely, financial management purposes; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Investment management services with respect to mutual funds, pension accounts, IRAs, Taxable Accounts, institutional accounts, and separate accounts; Financial services, namely, assisting others with the completion of financial transactions for equities, stocks, bonds, securities, unit investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, researching, analyzing and providing information in the fields of finance, economics, investment, business, financial planning, investment strategy, trading, equities, stocks, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, dealing and trading in equities, stocks, certificates of deposit, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles, options, futures, and debt instruments; Financial services, namely, offering, administering, operating and managing investment trusts, exchange traded funds and other collective investment vehicles, financial and investment instruments and financial and securities portfolios; Retirement planning and management; Financial services, namely providing financial and investment instruments; Financial research and equity research services; Financial recommendation and equity recommendation brokerage services; Providing information and recommendation in the fields of finance, economics, investment, business, financial news, financial information, financial portfolio management, financial decision making, financial planning, financial alternative plans, investment research, investment value, investment performance, asset allocation, risk tolerance, investment time frames, investment strategy, trading, equities, stocks, bonds, securities, commodities, options, futures, debt instruments, investment trusts, exchange traded funds, and other collective investment vehicles, financial and investment instruments and financial and securities portfolios