Financial research, analysis, consulting and management services; financial planning and investment advisory services; Investment brokerage; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial investment in the field of securities and funds; mutual fund investment; funds investment; financial asset management services; investment management and consulting services; investment of funds for others; providing online non-downloadable electronic databases in the fields of finance, banking, asset management and investment; Financial investment, management and administration of funds, trusts and group pension plans; Financial services, namely, broker/dealer services in the field of securities, options, mutual funds, variable annuities, variable insurance products and direct participation programs