Advertising, marketing and promotion services in the field of college savings; Promoting public awareness of the need for funding college savings accounts; Promotion and marketing services and related consulting in the field of college savings

Advice relating to investments; Establishing mutual funds for others; Financial analysis and consultation; Financial exchange; Financial information and advisory services; Financial management; Financial planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial services, namely, savings programs for youths; Financial valuations; Financial advisory and consultancy services; Financial portfolio management; 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 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; Fund investment consultation; Funds investment; Hedge fund investment services; Investment consultation; Investment advisory services; 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