Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; research services, namely, conducting research related to financial information, financial investment information, the performance of investment vehicles, and financial market data; financial portfolio management, financial risk management; providing stock/securities market information; brokerage in the field of stocks, mutual funds, bonds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; investment services, namely, asset acquisition, consultation, development and management services; retirement planning services; real estate investment and trust advisory and management services; insurance brokerage