Advice relating to investments; Assuming financial risk of others by entering into options and swaps; Capital investment consultation; Commodity investment advice; Credit and financial consultation; Equity capital investment; Financial analysis and consultation; Financial consultation; Financial due diligence; Financial forecasting; Financial investment in the field of securities; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; 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, savings programs for youths; Financial trust operations; Financial valuation of personal property and real estate; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment banking services; 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; Leveraged buy outs and investments in financially distressed or underperforming companies; Management of a capital investment fund; Mutual fund investment; Real estate investment