Business consulting, management, and planning services in the field of financial brokerage services, financial advisory services, financial risk, and financial compliance

Financial trade processing services, namely, trade comparison, confirmation, clearance and settlement; investment trade execution services; financial products custody; financial services, namely, investment brokerage, investment advisory services, investment consultation, investment management services; providing research and information in the fields of finance, financial investment, and financial management

Education services, namely, providing training, classes, seminars, and symposiums in the fields of business growth, productivity, client relationship management, regulatory compliance, investments, and financial management; Entertainment services, namely, providing video podcasts in the field of technology and finance