Financial services, namely, investment advice, investment management, and investment consultation; Investment risk assessment services; Financial planning and investment advisory services; Financial investment analysis and research; Monitoring financial markets for investment purposes; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advice, investment consultation, and investment management in the field of retirement; Fiduciary services, namely, fiduciary representative services

'advic':5,35,52 'advisori':19 'analysi':23 'aspect':48 'assess':13 'consult':10,54 'fiduciari':63,66 'field':38,60 'financ':40 'financi':1,15,21,27,41,43,47 'inform':33 'invest':4,6,9,11,18,22,30,42,51,53,56 'manag':7,57 'market':28 'monitor':26 'name':3,65 'plan':16 'provid':32 'purpos':31 'repres':67 'research':25 'retir':50,62 'risk':12 'servic':2,14,20,64,68 'valuat':44

Providing temporary use of online non-downloadable software and applications for providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

'advic':16 'applic':11 'aspect':29 'download':8 'field':19 'financ':21 'financi':22,24,28 'inform':14 'invest':23 'non':7 'non-download':6 'onlin':5 'provid':1,13 'retir':31 'softwar':9 'temporari':2 'use':3 'valuat':25

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