Advice relating to investments; brokerage in the field of securities, stocks, bonds, mutual funds, real estate investment trusts, money market funds, certificates of deposit, and insurance; estate planning; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, and other securities, and the investment of funds of others; financial investment brokerage services; financial planning; financial planning and investment advisory services; financial planning for retirement; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, investment fund transfer and transaction services; financial services, namely, providing an investment option available for variable annuity and variable life insurance products; financial services, namely, wealth management services; fund investment consultation; information, advisory, consultancy and research services relating to finance and investments; insurance and financial information and consultancy services; insurance brokerage; insurance brokerage in the field of annuities, and life, long term care, and disability insurance; insurance brokerage services; investment advice; investment advisory services; investment brokerage; investment consultation; investment of funds for others; life insurance 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