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Credit and financial consultation; Financial advice and consultancy services; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial restructuring services; Financial services in the nature of an investment security; Financial services, namely, wealth management services; Financial valuations; Research related to financial instruments; Strategic financial advisory services