Promoting public awareness of the need for funding college savings accounts; promoting public awareness of college savings and funding college savings accounts; promotion and marketing services and related consulting; promotion of financial and insurance services, on behalf of third parties; advertising, marketing and promotion services in the field of college savings

Advice relating to investments; establishing mutual funds for others; financial advisory and consultancy services; financial analysis and consultation; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, investment fund transfer and transaction services; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial exchange; financial information and advisory services; financial management; financial planning; financial portfolio management; financial valuations; fund investment consultation; funds investment; hedge fund investment services; investment advisory services; investment consultation; investment management; mutual fund advisory services; mutual fund distribution; mutual fund investment; mutual funds and capital investment; transfer agency services rendered to issuers of investment securities; accepting and administering monetary charitable contributions; financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; financial services, namely, savings programs for youths; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities