Information, advisory, consultancy and research services relating to finance and investments; financial planning; investment management; individual retirement account services; financial administration of retirement plans; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing an interactive website featuring advice and information in the field of finance and investments

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Software as a service (SAAS) services featuring software for use in conducting financial and investment transactions and managing personal finances and investments

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