Customer relationship management; Marketing services; Business marketing services; Marketing plan development; Development of marketing strategies and concepts; Creative marketing plan development services; Consultation services, namely, creative and strategic consultation regarding development and production of marketing campaigns for others; Advertising services to create brand identity for others; Promotional marketing services using audiovisual media; Advertising, promotion and marketing services in the nature of e-mail blast campaigns for others; Digital marketing services; Marketing services in the nature of lead generation

Wholesale services by direct solicitation by sales agents in the field of financial services; Mutual fund distribution; Financial research and information services; Providing financial research services; Distribution of registered investment funds, including mutual funds, exchange-traded funds, and commingled funds on behalf of fund sponsors; Financial services distribution support for non-asset managers, namely, providing outsourced wholesaling and third-party sales support services to alternative investment sponsors, including private equity funds, hedge funds, and real estate investment trusts, and financial technology companies distributing products and services through financial advisor and broker-dealer channels