Financial advice and consultancy services; Financial services, namely, investment advice, investment management; Investment management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, wealth management services; Information, advisory, consultancy and research services relating to finance and investments; 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, commentary and advice in the field of finance, financial investments and financial valuations; all of the foregoing services excluding financial services relating to public and private equity investments and credit and debt investments