Advisory services relating to credit and debit control, investment, grants and financing of loans; Broker-dealer financial services in the field of securities, stocks, bonds, derivatives, retirement accounts, and custodial accounts; Electronic financial trading services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment brokerage services; Financial portfolio analysis services; Providing financial information services to retail investors; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary

Coaching in the field of managing personal finances; Education services, namely, providing on-line courses in the field of personal finance; Educational and entertainment services, namely, a continuing program about personal finance accessible by means of mobile phone application; Educational services, namely, providing online courses of instruction at the middle school, high school, undergraduate, and graduate level and distribution of course material in connection therewith; Online electronic publishing of text and graphic works of others featuring information regarding securities market services and securities trading activity, information regarding publicly-traded companies and other financial and business information; Providing a website featuring non-downloadable videos in the field of financial planning