Financial planning; Financial management; Investment clubs; Investment consultation; Investment management; Advice relating to investments; Capital investment consultation; Equity capital investment; 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 investment in the field of securities; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction 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; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment management of and distribution of variable annuities; Investment management of and distribution of annuities ; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Mutual fund investment; Private equity fund investment services; Public equity investment management; Charitable services, namely, providing financial support to people from disadvantaged countries for the purpose of facilitating educational opportunities; Financial administration of retirement plans; Financial analysis and consultation; Financial consultation; Financial consultation in the field of retirement planning; Financial consulting; Financial evaluation for insurance purposes; Financial exchange; Financial forecasting; Financial information processing; Financial information provided by electronic means; Financial investment in the field of stocks, mutual funds, annuities; Financial planning consultation; Financial portfolio management; Financial portfolio analysis services; Financial research; Financial risk management; Financial risk management consultation; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, estate settlement services; Financial trust operation; Online financial planning services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing online information in the field of charitable monetary giving through financial and estate planning; Providing on-line financial calculators