Financial advice and consultancy services ; Financial advisory and consultancy services ; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence ; 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 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, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products ; Financial services, namely, wealth management services ; Insurance and financial information and consultancy services ; Strategic corporate financial advisory services ; Strategic financial advisory services