Advice relating to investments; [ Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; ] Agencies in the field of bonds and other securities; Agencies or brokerage for trading of securities, securities index futures, securities options [, and overseas market securities futures ] ; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services in the field of securities and commodities investing; Commodity investment advice; Credit and financial consultation; Financial advice; Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 evaluation for insurance purposes; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of securities; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; 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, broker/dealer services on securities exchanges and over-the-counter markets; 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 advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment advice; Investment advisory services; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Securities brokerage; Securities brokerage services; Security brokerage; Trading in securities