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Investment advisory services; investment management services; fund investment and fund investment consultation; investment advice; asset allocation; investment consultation and management; investment of funds for others; mutual fund investment; administration of employee pension plans; trust services, namely, investment and trust company services; custody; fiduciary representatives; capital investment consultation; commodity investment advice; financial services in the nature of an investment security; financial services, namely, investment fund transfer and transaction services; mutual fund management; exchange traded fund management; private fund management; private fund distribution and placement services; investment fund sales and distribution