Consultancy of capital investment; Financial advice; Financial analyses; Financial analysis; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial data analysis; Financial forecasting; Financial information and evaluations; Financial investment brokerage; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial risk management; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Capital investment consulting; Capital investment services; Credit and financial consultation; Financial investment analysis and stock research; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning and investment advisory 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Global investment research services; Information, advisory, consultancy and research services relating to finance and investments; Providing financial information