financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; the trading of financial instruments, securities, shares, mutual funds, ETFs, options and other derivative products; online securities brokerage services; mutual fund investment services; investment brokerage services; financial investment research services; financial analysis and consultation for others, namely, financial professionals and their client investors; financial planning services; providing investment and portfolio status information by electronic means; and financial administration of retirement plans

'administr':74 'advic':6 'analysi':48 'brokerag':34,41 'client':58 'consult':10,50 'deriv':30 'electron':70 'etf':26 'financi':1,20,43,47,54,60,73 'fund':14,25,37 'inform':68 'instrument':21 'invest':5,7,9,12,38,40,44,64 'investor':59 'manag':8 'mean':71 'mutual':24,36 'name':3,53 'onlin':32 'option':27 'other':16,52 'plan':61,77 'portfolio':66 'product':31 'profession':55 'provid':4,63 'research':45 'retir':76 'secur':22,33 'servic':2,35,39,42,46,62 'share':23 'status':67 'trade':18

FOLIOS, LLC

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