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 management in the field of investment portfolios; Investment management in the fields of custom investment portfolios
Insurance and FinancialProviding temporary use of a non-downloadable web application for custom investment portfolio management, custom investment construction, tax management, real-time account modeling and reporting; Providing temporary use of a web-based software application for custom investment portfolio management, custom investment construction, tax management, real-time account modeling and reporting
Computer and Scientific