(1) - Providing educational, counseling and research services relating to financial planning and investment planning services and conducting seminars, conferences, classes and workshops pertaining to these services.
(2) - Computer software publications namely newsletters, pamphlets, magazines, booklets published periodically related to matters of investment planning.
(3) - Financial publications namely newsletters, pamphlets, magazines, booklets relating to financial services and investment strategies.
(4) - Financial planning services and seminars, conferences, classes and workshops pertaining to financial services.
(5) - Investment dealer services of all kinds.
(6) - Research and advisory services related to the foregoing.
(7) - Computer services in the leasing of access time to a computer database for information storage and retrieval in order to develop, prepare and maintain a personal financial profile.
(8) - Securities services.
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