Advisory services relating to credit and debit control, investment, grants and financing of loans; Capital investment consulting; Capital investment services; College consulting services, namely, assisting students in applying for scholarships and financial aid; College counseling services, namely, assisting students in applying for scholarships and financial aid; Commodity investment advice; Consultancy of capital investment; Corporate finance services, namely, consultation in the field of asset sales; Debt management consultation; Employee stock plan administration services; Equity capital investment; Estate planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Individual retirement account services; Investment advisory services; Investment consultation; Investment management