Practice management for others in the financial services industry; business consulting services in the field of investment advisory, wealth management, and other financial services providers; business strategy development; marketing services; advisory services relating to business management and business operations; business operations management for investment advisors

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 advisory and consultancy services; Financial planning; Investment advisory services

Regulatory compliance consulting in the field of financial services and investment advising