Financial services in the nature of building investment strategies through the use of individual securities and ETFs (Exchange Traded Funds) to achieve customized goals and objectives that complement client's overall financial situation; Financial services, namely, wealth management services; Financial asset management; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; 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 planning and investment advisory services; Financial retirement plan consulting services