Investment brokerage; brokerage in the fields of insurance, stocks, commodities, bonds, mutual funds, real estate; financial advisory and consultancy services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial consultation in the fields of insurance, stocks, commodities, bonds, mutual funds, real estate; financial consulting; financial investment in the fields of insurance, stocks, commodities, bonds, mutual funds, real estate; financial planning; financial planning and investment advisory services; financial planning for retirement; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial portfolio analysis services; financial portfolio management; financial research and information services; financial services in the nature of an investment security; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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