Financial management; financial advice; financial consulting; financial portfolio management; financial portfolio analysis services; financial analysis and consultation; strategic financial advisory services; financial planning for retirement; estate planning; employee financial benefits planning; financial asset management; financial risk management; financial analysis, namely, compiling and analyzing statistics, data, and other sources of information for financial purposes; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial services, namely, the trading of financial instruments, securities, shares, options, and other derivative products; financial planning, namely, the creation of personalized investment strategies; financial information provided by electronic means in the field of investments; financial services, namely, wealth management services; investment of funds; investment advisory services; monitoring financial markets for investment purposes; investment services, namely, asset acquisition, consultation, development, and management services