Administration of employee benefit plans concerning insurance and finance; Advice relating to investments; [ Advisory services relating to credit and debit control, investment, grants and financing of loans; ] Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; Agencies in the field of bonds and other securities; [ Banking and financing services; ] Brokerage houses in the field of stocks, commodities, and futures; Brokerage of shares or stocks and other securities; Estate planning; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial 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 and insurance consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial forecasting; Financial investment in the field of securities; 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 management; Financial portfolio analysis services; Financial research; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; 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; Funds investment; Individual retirement account services; Insurance agencies; Insurance agencies in the field of home, accident, life; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage in the field of home insurance, accident insurance; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance information and consultancy; Insurance services, namely, writing property and casualty insurance; Investment advice; Investment advisory services; [ Investment banking services; ] Investment brokerage; Investment consultation; Investment management; 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; Life insurance brokerage; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Mutual fund brokerage; Mutual fund investment; Mutual funds and capital investment; Security brokerage; Securities trading and investing services for others via the internet; Security brokerage; Stock brokerage