Advice relating to investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consulting services, namely, expert analysis in finance; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment management; Investment of funds for others; Management of portfolios comprising securities; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Securities trading and investing services for others via the internet
Insurance and Financial