Financial services, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; all the aforesaid services also available via the Internet or a similar electronic network; financial and investment services, namely, investment advisory and investment management and brokerage of securities, hedge fund investment, private equity fund investment, wrap fee programs, namely, bundled investment management and brokerage services, financial services, namely, a total portfolio offering for high net worth clients consisting of separate accounts for equity and fixed income investments, variable annuity programs, namely, investment management of and distribution of annuities, stocks brokerage, bonds brokerage; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; management and investment of funds and assets of others; capital investment services; financial transaction services, namely, clearing and reconciling financial transactions; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services, and variable annuities investment services; clearance services, namely, clearing and settling financial transactions on behalf of others; maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; financial trust and estate planning and management services; financial planning for retirement