Financial advisory and consultancy services; Financial planning and investment advisory services; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Franchising services, namely, providing financial information and advice regarding the establishment and/or operation of wealth management services; Insurance and financial information and consultancy services; Investment advice; Investment advisory services