Broker-dealer services in the field of securities; Registered investment advisor services; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial management of employee pension plans; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Securities trade execution services; Financial retirement plan consulting services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Management of securities portfolios; Management of portfolios comprising securities; Management of portfolios of transferable securities; 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 in the field of employee financial benefit plans; Trading in securities