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 asset management; Financial consultation; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; 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; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Trust services, namely, investment and trust company services