Financial services, namely, wealth management services; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial advisory and consultancy services; Strategic financial advisory services; Financial planning and investment advisory services; Strategic corporate financial advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, commodity trading and managed futures advisory and management services