Financial information services, namely, providing financial information via electronic means and in person seminars and programs in the fields of finance, financial planning, investment management, and wealth management; and financial consulting services, namely, providing advice and analysis and developing strategies for financial planning, investment management, and wealth management

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Education and training services, namely, providing online and in person programs and seminars and non-downloadable online podcasts and non-downloadable videos in the fields of finance, financial planning, investment management and wealth management

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