Financial advice; Financial advice and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial data analysis; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage services; Financial loan consultation; Financial management; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio management; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial valuations; Investment consultancy; Investment management; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Brokerage services in the field of securities and commodities investing; Equity capital investment; Financial investment brokerage; Financial services, namely, investment fund transfer and transaction services; Information, advisory, consultancy and research services relating to finance and investments; Management of a capital investment fund; Monitoring financial markets for investment purposes; Private equity fund investment services; Providing financial information; 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 in the field of financial stock and equity markets; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Strategic financial advisory services