Financial advice and financial management services, investment of funds for others, financial planning, investment advisory services and financial asset management services

Research services, namely, conducting research related to financial information, financial investment information, the performance of investment vehicles, and financial market data; and technology services, namely, providing access to 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