Description: Financial affairs, namely, financial information, management and analysis services; monetary affairs, namely, financial information, management and analysis services; financial services, namely, wealth management, investment advisory, investment planning, investment management, investment brokerage, financial advisory and consultancy services, financial analysis, financial valuations, securities lending, financial asset acquisition and management, financial risk management, and financial reporting, cash management, custody and execution of financial securities, discretionary managed portfolios, and non-discretionary managed portfolios; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter market provided by telephone and via a global computer network or the Internet; consultancy, advice and information on financial matters; brokerage in the field of stocks, fixed income, commodities, bonds, shares, options and derivatives, mutual funds, futures and other securities; stock exchange quotations; capital investment fund management; loans financing; financial intermediation services, namely, financial consultancy services and financial investment brokerage
