Financial information and advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, wealth management services; Individual retirement account services; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans