Financial portfolio management; Investment management; Investment advice; Investment advice in the fields of equities, options, fixed income, corporate debt, municipal debt, treasuries, structured products, private placements, DPPs, REITs, ETFs, closed end funds, preferred stocks, mutual funds.; Investment advisory services; Investment brokerage; Investment consultancy; Investment consultation; Investment consultation in the fields of equities, options, fixed income, corporate debt, municipal debt, treasuries, structured products, private placements, DPPs, REITs, ETFs, closed end funds, preferred stocks, mutual funds.; Investment management in the fields of equities, options, fixed income, corporate debt, municipal debt, treasuries, structured products, private placements, DPPs, REITs, ETFs, closed end funds, preferred stocks, mutual funds.; Investment of funds for others; Investment of funds for others in the fields of equities, options, fixed income, corporate debt, municipal debt, treasuries, structured products, private placements, DPPs, REITs, ETFs, closed end funds, preferred stocks, mutual funds.; Advice relating to investments; Brokerage services for capital investments; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial investment brokerage; Financial investment brokerage services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; 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 services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Funds investment; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; 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; Public equity investment management; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services