Financial and investment services, namely, financial analysis and consultation; financial due diligence; financial evaluation for insurance purposes; financial forecasting; financial information provided by electronic means; financial investment in the field of securities; financial planning; financial portfolio management; financial research; financial risk management; financial services in the nature of investment security; financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities, investment fund transfer and transaction services, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments, saving programs for youths, and estate settlement services; providing online information in the field of charitable monetary giving through financial and estate planning; providing on-line financial calculator; advice relating to investments; fund investment consultation; funds investment; hedge fund investment services; investment advisory services; investment brokerage; investment consultation; investment management; investment management of and distribution of variable annuities; private equity fund investment services; real estate investment