FIDELITY CLEARING & CUSTODY SOLUTIONS

Practice management, namely, business consulting services to banks, broker-dealers and registered investment advisors, in the areas of: strategic planning, marketing and business development, technology and operations, and talent management topics

Financial services, namely, securities brokerage, clearing and custody services; investment trade execution services, consulting services, namely, financial consulting

Technology brokerage platform, namely, providing a web hosting platform for online trading of securities, for viewing and managing investment account information and for obtaining information relating to investments, as well as connecting with third-party technology platforms