Financial investment advising services, namely offering securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them to others; brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options and indices of any of them; Educational services, namely, conducting seminars, conferences, lectures, classes, symposiums and workshops in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, asset allocation, and practice management and technology

Providing temporary use of on-line non-downloadable cloud computing software for investor database management; Providing temporary use of on-line non-downloadable cloud computing software for fundraising database management; Providing temporary use of on-line non-downloadable cloud computing software for relationship database management