Fiduciary representatives; Financial administration of retirement plans; Financial advisory and consultancy services, namely, creating personalized plans and strategies for achieving financial independence, financial portfolio analysis, capital investment services, retirement planning, financial administration of corporate retirement plans, administration of employee benefits plans concerning insurance and finance and investment brokerage services for stocks, bonds, mutual funds and alternative investments; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning, namely, creating custom financial plans for families and business owners to build and preserve wealth, plan for long term care, estate planning and providing information about healthcare insurance plans, investment management, financial portfolio management; Insurance brokerage; Insurance brokerage services; Insurance consultation; Insurance information and consultancy; Investment advice; Investment advice in the fields of medicine, shipping, technology, professional sports; Investment advisory services; Investment consultation in the fields of medicine, shipping, construction, technology, consulting, professional sports; Investment management; Investment management in the fields of medicine, shipping, construction, technology, accounting, professional athletes; Investment management of and distribution of variable annuities; Investment of funds; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Annuity services, namely, account and investment administration; Capital investment consulting; Financial investment brokerage; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment fund transfer and transaction services; Hedge fund investment services; Management of a capital investment fund; Mutual fund investment; Private equity fund investment services; Providing investors with financial information; Securities trading and investing services for others via the internet; Trust services, namely, investment and trust company services