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 real estate and securities; Providing information regarding financial investment strategies for investment advisor representatives; 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; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial services, namely, investment fund transfer and transaction services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment consultation in the fields of mutual funds and equities