Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advisory and consultancy services; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial management via the Internet; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial securities exchange services; Financial services in the nature of an investment security; Electronic financial trading services; Providing a web site featuring personal financial information and financial advice; Providing investors with financial information; Strategic financial advisory services
Insurance and Financial