Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, life insurance settlement services; Financial services, namely, mortgage planning; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial retirement plan consulting services; Insurance and financial information and consultancy services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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; Strategic financial advisory services; Strategic corporate financial advisory services