Financial and investment services provided to consumers, 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 provided to consumers; Financial planning and investment advisory services provided to consumers; Financial planning consultation provided to consumers; Financial planning for retirement provided to consumers; Financial planning provided to consumers, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services provided to consumers; Financial portfolio management provided to consumers; Financial services provided to consumers, 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 provided to consumers, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services provided to consumers, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment management provided to consumers; On-line financial planning services provided to consumers; Providing a web site featuring personal financial information and financial advice, provided to consumers