Financial analysis and consultation; Financial consultation; Financial consultation in the field of Equities; Financial consulting; Financial forecasting; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement