Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial consultancy; Financial consultation; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, estate settlement services; Financial services, namely, life insurance settlement services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial research and equity research brokerage services; Financial retirement plan consulting services; Financial securities exchange 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; Investment advice; Investment management; Trust management accounts; Capital investment; Capital investment consulting; Estate trust management; Estate trust planning; Financial trust operations; Financial trust planning; Funds investment; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services; Strategic corporate financial advisory services