Class 036: Financial management services, namely, investment advisory, supervisory, and management services to individual and institutional investors; providing administration and shareholder services to mutual funds, namely, account information, data, market data, share price movement and securities reporting, and account record keeping; fund advisory and investment services, namely, individual bond and equity securities, and municipal, bond, money market, income, value, growth, and stock equity mutual funds; providing separate investment brokerage, and retirement accounts, namely, buying, selling, maintenance, and management of financial securities, stocks, bonds, and other investments
Financial management services, namely investment advisory, supervisory, and management services to individual and institutional investors; providing administration and shareholder services to mutual funds, namely, account information, data, market data, share price movement and securities reporting, and account record keeping; fund advisory and investment services, namely individual bond and equity securities, and municipal, bond, money market, income, value, growth, and stock equity mutual funds; providing separate investment brokerage and retirement accounts, namely buying, selling, maintenance, and management of financial securities, stocks, bonds, and other investments; "INVESTMENT MANAGEMENT"
Financial management services, namely, investment advisory, supervisory, and management services to individual and institutional investors; providing administration and shareholder services to mutual funds, namely, account information, data, market data, share price movement and securities reporting, and account record keeping; fund advisory and investment services, namely, individual bond and equity securities, and municipal, bond, money market, income, value, growth, and stock equity mutual funds; providing separate investment brokerage and retirement accounts, namely, buying, selling, maintenance, and management of financial securities, stocks, bonds, and other investments; [ mortgage banking services, mortgage lending and financial services, namely, loan processing, collections, underwriting, funding, issuance of mortgage-backed securities, investment in mortgage-backed securities, servicing of mortgage loans, maintenance of mortgage escrow accounts and providing information on financial and mortgage services; providing mortgage banking services and mortgage lending services over the global computer network, namely, providing financial information in the nature of mortgage rates and ] financial planning; providing financial services over the global computer network, namely, equity and bond mutual fund investment data, shareholder account information, market commentary and financial planning; charitable fund raising and eleemosynary services in the nature of financial contributions for not-for-profit organizations
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