Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial analysis and consultation; Financial analysis and research services; 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 consultancy; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial information and advisory services; 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; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial risk management consultation; 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; Insurance and financial information and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement