Financial services in the field of money lending; Financial services in the nature of an investment security; 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; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, estate settlement services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Public equity investment management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Online financial planning services