Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; 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 consultation; Financial consultation in the field of Real Estate, Mortgages, Taxes, Insurance and Securities; Financial consulting; Financial evaluation for insurance purposes; Financial information and advisory services; Financial investment in the field of Real Estate and Securities; Financial loan consultation; Financial 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; Financial portfolio analysis services; Financial portfolio management; 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, mortgage planning; Financial valuation of personal property and real estate; Insurance and financial information and consultancy services; Online financial planning services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement