Financial services, namely, investment fund transfer and transaction services, investment security services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial advisory and consultancy services; advice relating to investments and wealth management; advising for and management of retirement plans, endowments and foundations; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial and investment services, namely, financial portfolio management services and financial planning services; investment advisory services, namely, Registered Investment Advisor (RIA) services; financial investment brokerage services; Financial services in the nature of connecting potential investors with financial advisors; providing investors and advisors with financial information; asset management services; end-point investor services, namely, capital investment; investment consultancy and management; providing a website featuring information in the fields of investment and financial advisory services; consultancy and provision of information to investors and investment advisors in the field of financial services