Advice on finance during retirement; Advice relating to investments; Advisory services relating to mutual funds; Agencies in the field of bonds and other securities; Annuity services, namely, account and investment administration; Brokerage of bonds; Brokerage of shares or stocks and other securities; Brokerage services for stocks and bonds; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial consultation; Financial consulting; Financial consulting services, namely, advising others regarding intellectual property investments; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; 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, investment fund transfer and transaction services; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust planning; Individual retirement account services; Investment advice; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds; Investment risk assessment services; Mutual fund advisory services; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Stock brokerage services; Stock broking services; Stocks and bonds brokerage