FOLIO ADVISOR

financial management, [ financial planning ] and financial investment services in the field of tradable instruments, namely, securities, [ commodities and futures, ] via a global computer network, electronic means, computer communication, [ telephone communication, ] and other means; [ financing services, namely, venture capital, equity and debt financing; ] financial services, namely, [ conducting private placements and public offerings of securities, futures and commodities; investment banking services; investment advice and ] investment management services; [ security brokerage services; ] financial services in the nature of investment securities; [ mortgage lending; ] investment brokerage services; [ financial planning services; commercial banking services; merchant banking services; mutual fund investment services; ] financial investment and research services; financial analysis and consultation for others, namely, investors; and financial information services, namely, providing investment and portfolio status information by electronic means