Advertising services for promoting the brokerage of stocks and other securities; Tax preparation; Tax and taxation planning, advice, information and consultancy services

Brokerage in the field of private held stock; Charitable foundation services, namely, providing financial assistance for programs and services of others; Electronic financial trading services; Financial asset management; Financial consultancy and insurance consultancy; Financial management in the field of investment portfolios; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial research; Financial valuations; Financing loans for customers; Fiscal valuations and assessments; Information, advisory, consultancy and research services relating to finance and investments; Insurance brokerage; Investment advisory services; Investment consultation; Investment management; Providing financial information; Providing financial information via a website; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing personal loans and lines of credit; Strategic financial advisory services

Platform as a service (PAAS) featuring computer software platforms for personal financial management, namely, management of personal financial accounts, making financial transactions, daily monitoring of financial transactions and account balances, and budget and spending reporting

Legal advisory services in the field of tax optimization and planning and financial investments; Legal consulting services in the field of tax optimization and planning and financial investments; Providing legal services in the field of tax optimization and planning and financial investments