Financial analysis and consultation; Financial consultation in the field of financial information management; Financial consulting services, namely, expert analysis in finance; Financial management; Financial planning consultation; Financial portfolio management; Financial research; Financial risk management; 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 advisory and consultancy services, namely, advice relating to investments, asset management, cash management, charitable monetary giving thourhg financial and estate planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial information; Providing investors with financial information; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Financial services, namely, investment fund transfer and transaction services