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Financial affairs, namely, financial trust administration, financial advice and consultancy services, financial due diligence, financial management; monetary affairs, namely, monetary exchange, acquisition and transfer of monetary claims, accepting and administering monetary charitable contributions; real estate affairs, namely, appraisal and evaluation of real estate, real estate brokerage, real estate escrow services, real estate consultancy; investment fund management, administration and brokerage; wealth management; philanthropic financial services, namely, charitable fundraising, philanthropic services concerning monetary donations, financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; securities trading services