Marketing consultation in the field of alternative investments, structured investments, and annuities; Marketing services in the nature of advice and consultation to businesses in the field of alternative investments, structured investments, and annuities; Business management consulting and advisory services for the alternative investments, structured investments, and annuities industry; Business management consultation in the field of alternative investments, structured investments, and annuities; Business research and data analysis services in the field of alternative investments, structured investments, and annuities; Business data analysis

Financial asset management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial research; Financial research in the field of financial instruments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing a web site featuring personal financial information and financial advice; Financial due diligence services

Providing a website featuring resources, namely, non-downloadable publications in the nature of books, magazines, articles, newsletters, reports and white papers in the field of alternative investments, structured investments, and annuities; On-line journals, namely, blogs featuring news, information and commentary in the field of alternative investments, structured investments, and annuities; Educational services, namely, conducting conferences, seminars, workshops, and classes in the fields of alternative investments, structured investments, and annuities and distribution of training materials in connection therewith; Entertainment services, namely, providing video podcasts in the field of alternative investments, structured investments, and annuities; Entertainment services, namely, providing podcasts in the field of alternative investments, structured investments, and annuities; Educational and entertainment services, namely, a continuing program about alternative investments, structured investments, and annuities accessible by radio, television, satellite, audio, video and computer networks

Providing temporary use of on-line non-downloadable software and applications for providing information, analysis, management and administration services in the field of alternative investments, structured investments, and annuities; Platform as a service (PAAS) featuring computer software platforms for researching, analyzing, and accessing investments in the field of alternative investments, structured investments, and annuities; Platform as a service (PAAS) featuring computer software platforms for accessing, managing and administering investments in alternative investments, structured investments, and annuities; Platform as a service (PAAS) featuring computer software platforms for investment onboarding in the field of alternative investments, structured investments and annuities, administration and tracking of investments in the field of alternative investments, structured investments, and annuities, reporting to investors and advisors in the field of alternative investments, structured investments, and annuities, and ensuring that financial transactions are secure and comply with financial regulations; Software as a service (SAAS) services featuring software for verifying investor identity and managing compliance information for investments in the field of alternative investments, structured, and annuities; Providing temporary use of on-line non-downloadable software and applications for identity verification used in the field alternative investments, structured investments, and annuities