(1) - Providing educational, counseling and research services relating to financial planning, retirement planning, investment planning, insurance planning and estate 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 retirement planning, investment planning, insurance planning and estate 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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