Capital investment consultation; Capital investment services; Estate planning; Financial advice; Financial advice and consultancy 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 planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Fund investment consultation; Insurance and financial information and consultancy services; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund investment