Financial investment brokerage services; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; Providing investors with financial information; Financial information provided by electronic means; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Providing a web site featuring personal financial information and financial advice; Financial management via the Internet; Monitoring financial markets for investment purposes; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning

Computer software development; Computer software development and computer programming development for others; Software as a service (SAAS) services featuring software for investment in financial instruments