Financial planning services; investment management services; wealth management, namely, cash and asset management services; fund investment services; financial services, namely, securities brokerage, clearing and custody services; investment trade execution services.

'asset':12 'brokerag':22 'cash':10 'clear':23 'custodi':25 'execut':29 'financi':1,18 'fund':15 'invest':4,16,27 'manag':5,8,13 'name':9,20 'plan':2 'secur':21 'servic':3,6,14,17,19,26,30 'trade':28 'wealth':7

Downloadable software for providing financial planning services; investment management services; wealth management, namely, cash and asset management services; fund investment services; financial services, namely, securities brokerage, clearing and custody services; investment trade execution services.

'asset':16 'brokerag':26 'cash':14 'clear':27 'custodi':29 'download':1 'execut':33 'financi':5,22 'fund':19 'invest':8,20,31 'manag':9,12,17 'name':13,24 'plan':6 'provid':4 'secur':25 'servic':7,10,18,21,23,30,34 'softwar':2 'trade':32 'wealth':11

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