Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; 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 asset management; Financial information; Financial information and advisory services; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial securities exchange 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; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing investors with financial information; Provision of a financial exchange for the trading of securities, shares and options and other derivative products