NESTWISE

Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; and research services, namely, conducting research related to financial information, financial investment information, the performance of investment vehicles, and financial market data

Educational services, namely, providing courses, seminars, and workshops online and in person to individuals and investment advisors in the field of financial investment and financial management; non-downloadable publications in the nature of articles in the field of financial investments

technology services, namely, providing online non-downloadable proprietary computer software for use in the field of financial investment advisory and brokerage services, namely, for managing, analyzing, tracking, organizing and/or structuring investments and information related to investments and to the performance of investment vehicles, and for use in providing access to online investment information