Advice relating to investments; Capital investment consultation; Commodity investment advice; Credit and financial consultation; Electronic financial service for the purchase of savings bonds; Equity capital investment; Financial analysis and consultation; Financial clearing houses; Financial consultation; Financial due diligence; Financial evaluation for insurance purposes; Financial exchange; Financial forecasting; Financial information in the nature of rates of exchange; Financial information processing; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial portfolio management; Financial research; Financial risk management; Financial services in the nature of an investment security; 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; Financial services, namely, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Investment advice; Investment brokerage; Investment by electronic means; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Management of a capital investment fund; Mutual fund investment; Real estate investment; Trust services, namely, investment and trust company services