Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Investment risk assessment services; Advice on finance during retirement; Advice relating to investments; Brokerage services in the field of securities and commodities investing; Capital investment services; Commodity investment advice; Financial investment analysis and stock research; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning and investment advisory services; Financial planning for retirement; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Individual retirement account services; Mutual fund investment; Mutual funds and capital investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement