Brokerage services for stocks and bonds; Financial advice and consultancy services; Financial analyses; Financial analysis and consultation; 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 information and advisory services; Financial investment brokerage; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; 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, wealth management services; Insurance brokerage; Insurance brokerage services; Insurance consulting in the field of automobile, life, annuity, health insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the life, health, accident, auto, homeowners industry; Investment management; Life insurance brokerage; Mutual fund advisory services; Mutual fund brokerage; Providing financial information; Providing financial information services to 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 in insurance matters; Providing stock market information; Providing stock/securities market information; Securities brokerage services; Stock brokerage services; Trading in securities