(Based on Intent to Use) Advice relating to investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning and investment advisory services; 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; Investment advice; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Insurance agency and brokerage; Life insurance brokerage; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence