Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services in the field of securities and commodities investing; Equity capital investment; Financial administration of retirement plans; 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 investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of retirement plans; Financial planning and investment advisory services; Financial planning for retirement; Financial services in the nature of an investment security; Fund investment consultation; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment brokerage; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments