Advice relating to investments; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Broker-dealer financial services in the field of stocks, bonds, mutual funds, securities, and equities; Brokerage in the field of stocks, bonds, mutual funds, securities, and equities; Brokerage of shares or stocks and other securities; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Capital investment services; Consultancy of capital investment; Debt management consultation; Debt management services; Equity capital investment; Estate planning; Financial advice; Financial asset management; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment analysis and stock research; Financial investment brokerage services; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, wealth management services; Funds investment; Information, advisory, consultancy and research services relating to finance and investments; Insurance agency and brokerage; Insurance consulting in the field of life, health, disability, and long term care insurance; Investment advice; Investment advisory services; Investment brokerage; Investment consultancy; Investment consultation; Investment of funds; Investment of funds for others; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of securities portfolios; Mutual fund investment; 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; Providing information and research in the field of finance and financial investments; Providing stock/securities market information; Securities brokerage; Securities brokerage services; Stock brokerage services; Stocks and bonds brokerage