Asset allocation services in the nature of financial asset management; Financial advisory services in the nature of financial advisory and consultancy services; Financial analysis and financial consulting services in the nature of financial advice and consultancy services; Financial information and advisory services; Financial management services; Financial planning and investment advisory services; Financial planning services, namely, offering an integrated system providing fiscal assessment, evaluation, and monitoring; Financial portfolio management and analysis; Fixed income, mutual fund and equity trading services for others in the nature of electronic financial trading services; Investment management services; Management of accounts and investments in the nature of trust management accounts and investment management; Mutual fund brokerage; Mutual fund and securities investment services in the nature of mutual funds and capital investment and securities trading and investing services for others via the internet; Providing financial information; Providing financial information via a web site; Providing an interactive website featuring online financial advice and investment management services; Trust administration services in the nature of financial trust administration; Financial services, namely, wealth management services