capital investment; financial advice; financial analysis; financial research; investment of funds; providing financial information; securities brokerage; none of the foregoing services in relation to insurance, property management, annuities, or loan financing but excluding, with respect to loan financing, loans to investors, namely, providing loan financing using investment assets as collateral

'advic':4 'analysi':6 'annuiti':28 'asset':48 'brokerag':16 'capit':1 'collater':50 'exclud':33 'financ':31,38,45 'financi':3,5,7,13 'forego':20 'fund':11 'inform':14 'insur':25 'invest':2,9,47 'investor':41 'loan':30,37,39,44 'manag':27 'name':42 'none':17 'properti':26 'provid':12,43 'relat':23 'research':8 'respect':35 'secur':15 'servic':21 'use':46

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