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Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private equity; capital investment consulting; capital investment services; financial planning services; wealth management services; venture capital advisory and financing services; venture capital fund management; investment banking services; business brokerage services and related consulting pertaining to capital investments, business sales, mergers, acquisitions, and business valuations; charitable foundation services, namely, providing financial assistance for programs and services of others