Insurance administration; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Investment advice; Investment advisory services; Investment brokerage; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice on finance during retirement; Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Commodity investment advice; Financial investment analysis and stock research; Financial investment brokerage; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Funds investment; Hedge fund investment services; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice in the fields of retirement planning; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Life insurance underwriting; Mutual fund investment; 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 and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management