Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, investment brokerage, annuities underwriting; estate and financial retirement planning; brokerage of mutual funds; brokerage of exchange traded funds and individual stocks and bonds; investment management; investment advice; financial portfolio management; securities brokerage and online securities brokerage; providing information in the fields of insurance and financial services; Financial planning and investment advisory services; Financial retirement plan consulting services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic corporate financial advisory services; all of the foregoing excluding services in relation to energy efficient and environmentally conscious buildings