Advice relating to investments; Banking; Financial management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Banking services; Capital investment consulting; Capital investment services; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Equity capital investment; Fiduciary services, namely, fiduciary representative services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial investment brokerage; Financial planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 asset management; Financial analysis and consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial trust administration; Financial planning and investment advisory services; Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial wealth management services; Financing of loans; Financing of real estate development projects; Fund investment consultation; Investment of funds; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance consultancy; Investment advisory services; Investment services, namely, asset acquisition, consultation, development and management services; Investment of funds for others; Investment risk assessment services; Investment clubs; Lease-purchase financing; Loan financing; Management of a capital investment fund; Management of private equity funds; Monitoring financial markets for investment purposes; Savings account services; Checking account services; Securities deposit services; Project financing; Provision of financial information; Real estate investment trust management services; Securities brokerage and trading services; Stock exchange price quotations; Stocks and bonds brokerage; Financial research and information services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments