Advice relating to investments; consulting and information concerning insurance; estate planning; financial advice and consultancy services; financial advisory and consultancy services; financial evaluation for insurance purposes; 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 information and advisory services; financial investment in the field of real estate; financial planning and investment advisory services; financial portfolio analysis services; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; investment advisory services; investment management; financial services, namely, providing an investment option available for annuity and life insurance products; investment services, namely, asset acquisition, consultation, development and management services; and real estate investment