Advice relating to investments; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund investment; Private equity fund investment services; Securities trading and investing services for others via the internet; Capital investment consultation; Commodity investment advice; Equity capital investment; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial guarantee and surety; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial risk management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Providing on-line financial calculators; Insurance agency and brokerage; Insurance brokerage; Insurance consultation; Insurance underwriting consultation; Insurance underwriting services for all types of insurance; Life insurance underwriting; Medical insurance underwriting; Providing information in insurance matters