Financial services, namely, financial consulting, planning and management, financial advice, and investment strategy and philosophy in the nature of investment advice and consultation

'advic':10,21 'consult':5,23 'financi':1,4,9 'invest':12,20 'manag':8 'name':3 'natur':18 'philosophi':15 'plan':6 'servic':2 'strategi':13

Educational services, namely, conducting lectures covering financial services, financial advice and investment strategy and philosophy

'advic':10 'conduct':4 'cover':6 'educ':1 'financi':7,9 'invest':12 'lectur':5 'name':3 'philosophi':15 'servic':2,8 'strategi':13

Educational, instructional and advisory literature, namely, brochures, books, pamphlets relating to financial services, financial advice and investment strategy and philosophy

'advic':15 'advisori':4 'book':8 'brochur':7 'educ':1 'financi':12,14 'instruct':2 'invest':17 'literatur':5 'name':6 'pamphlet':9 'philosophi':20 'relat':10 'servic':13 'strategi':18

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