IPREFER

Financial and investment services, namely, capital investment consultation; financial investment in the field of securities; financial services in the nature of an investment security; fund investment consultation; funds investment and transfer; investment advice; investment brokerage; financial and investment consultation, management, and analysis; investment of funds for others; mutual fund investment; financial management, planning, and research; administration of retirement plans; record keeping for retirement plans; consulting and analysis in the field of retirement plans; administration of employee benefits plans; providing financial information by electronic means; mutual fund, commodities, and stock brokerage; financial portfolio management; automated securities brokerage; electronic funds transfer; financial research