Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services

'advic':8,18 'advisori':5,10 'consult':22 'debt':35 'equiti':33 'financi':1,14,38 'fund':26 'includ':29 'invest':4,7,9,12,17,19,21,24,36 'manag':13,20,42 'name':16,40 'other':28 'plan':2 'privat':30 'public':32 'servic':6,11,15,37,39,43 'wealth':41

Downloadable software for financial advisors for use in financial planning, investment advisory and consultation services, and wealth management services; downloadable software in the nature of a mobile application for use in financial planning, investment advisory and consultation services, and wealth management services

'advisor':5 'advisori':12,35 'applic':28 'consult':14,37 'download':1,20 'financi':4,9,32 'invest':11,34 'manag':18,41 'mobil':27 'natur':24 'plan':10,33 'servic':15,19,38,42 'softwar':2,21 'use':7,30 'wealth':17,40

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