Advice relating to investments; Annuity services, namely, account and investment administration; Capital investment; Capital investment consulting; Capital investment services; Charitable services, namely, providing financial sponsorship of community not-for-profit organizations; Conducting financial feasibility studies; Credit and financial consultation; Equity capital investment; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, investigating client needs, expectations, goals, priorities, investments, and finances, determining liquidity needs, portfolio creation and administration, asset protection and strategies, and establish comprehensive coordination such as among various disciplines, including but not limited to, tax planning, estate planning, risk management and business succession; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, investigating client needs, expectations, goals, priorities, investments, and finances, determining liquidity needs, portfolio creation and administration, asset protection and strategies, and establish comprehensive coordination such as among various disciplines, including but not limited to, tax planning, estate planning, risk management and business succession; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial securities exchange services; Financial services in the nature of an investment security; 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 check or negotiable order of withdrawal over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund investment; Mutual funds and capital investment; Providing financial consultation services to business owners, families and individuals; 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; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Provision of financial information; Public equity investment management; Real estate funds investment services; Real estate investment services; Strategic financial advisory services