Administration of employee pension plans; Advice relating to investments; Fiduciary representatives; Financial consultation; Financial information provided by electronic means; Financial planning consultation; 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; Fund investment consultation; Investment advice; Investment advisory services; Investment brokerage; 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 portfolios comprising securities; Mutual fund investment; Providing information in insurance matters; Providing on-line financial calculators; Providing stock market information; Providing stock/securities market information; Security brokerage; Stock brokerage