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FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES, NAMELY, OPERATION AND MANAGEMENT, ADVICE, AND PRIVATE PLACEMENT OF HEDGE FUNDS, PRIVATE EQUITY FUNDS, SECURITIES, SEPARATELY MANAGED ACCOUNTS, COMMODITY POOLS AND OTHER COLLECTIVE INVESTMENT VEHICLES, AND TRADING FOR ITSELF AND OTHERS OF SECURITIES, OPTIONS, FUTURES, DERIVATIVES, EQUITIES, DEBT INSTRUMENTS AND COMMODITIES