financial planning and investment advisory services; financial management in the field of investment portfolios; financial planning; financial planning consultation; financial consultation; financial planning and investment advisory services; financial investment brokerage; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial investment analysis and stock research; providing information, commentary and advice in the field of finance and financial investments; 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 services, namely, investment fund transfer and transaction services; information, advisory, consultancy and financial research services relating to finance and investments; financial advisory and consultancy services