Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment in the field of investment supervisory services in the field of mutual funds, financial account services for investment advisor representatives in the nature of financial analysis and advice on investment strategy, determining portfolio allocations based on client profiles, investment account performance monitoring, customized report generation pertaining to investment account performance, and provision of managed account program for investment advisor representatives with continuous marketing, training, and operational support; Providing information regarding financial investment strategies for investment advisor representatives; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advice relating to tax; Financial retirement plan consulting services; Investment advice in the fields of retirement plans and investment options for retirement plans; Investment consultation in the fields of retirement plans and investment options for retirement plans