Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial management; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial retirement plan consulting services; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Mutual fund advisory services; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing a web site featuring personal financial information and financial advice; Strategic financial advisory services

Education services, namely, providing non-downloadable webinars in the field of personal finance and financial planning; Education services, namely, providing on-line webinars and on-line non-downloadable articles in the field of personal finance and financial planning; Education services, namely, providing webinars and on-line non-downloadable articles in the field of personal finance and financial planning; Educational services, namely, providing continuing professional education courses in the field of personal finance and financial planning; Providing a website featuring non-downloadable videos in the field of financial planning