Securities brokerage; mutual fund brokerage; annuity brokerage; wealth management advice; asset/investment management and advisory services; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities, and equities; financial custody services, namely, maintaining possession of financial assets in the nature of securities for others for financial management purposes; individual life, health and accident insurance brokerage; property and casualty insurance brokerage; fiduciary services in the nature of money management; trust services in the nature of estate trust management; investment services in the nature of private equity investment for others; [ venture capital investment in start-up companies for others; ] and alternative private placement fund investment services for others