financial services for low-and mid-net worth clients, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services for low-and mid-net worth clients, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services for low-and mid-net worth clients, namely, investment fund transfer and transaction services; financial services for low-and mid-net worth clients, namely, the trading of financial instruments, securities, shares, options and other derivative products; financial services for low-and mid-net worth clients, namely, wealth management services; providing financial services for low-and mid-net worth clients with respect to securities and other financial instruments and products, namely, money management services; providing financial services for low-and mid-net worth clients, with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; cash management account services for low- and mid-net worth clients; debit card services for low- and mid-net worth clients; credit card services for low- and mid-net worth clients