FOLIO INVESTING

financial management and financial investment services in the field of tradable instruments, namely, securities, via a global computer network, electronic means, computer communication, telephone communication, and other means; [ financial services, namely, conducting private placements and public offerings of securities; ] investment advice and investment management; security brokerage; financial services in the nature of investment securities; investment brokerage services; [ commercial banking; ] financial investment research; financial analysis and consultation for others, namely, investors; and financial information, namely, investment and portfolio status information provided by electronic means