Financial management services; financial services, namely, providing financial counseling and advice concerning money management, wealth management and asset management; brokerage services, namely, providing brokerage in the field of commodities, insurance, investments, stocks, bonds, mutual funds, and securities; Financial services, namely, financial planning, brokerage in the field of commodities, insurance, investments, stocks, bonds, mutual funds, and securities, investment of funds for others, investment consultation and advisory services, consultation related to investment strategies, portfolio management, investment advice and consultation in the field of asset allocation and asset management

Educational services, namely, providing seminars in the fields of money, wealth, asset and financial planning and managment, investments, investment services, investment strategies, portfolio management, brokerage and asset allocation, and distribution of course material in connection therewith