Financial services, namely, wealth management services; Financial asset management; Investment services, namely, asset acquisition, consultation, development and management services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial advisory and consultancy services; Strategic financial advisory services; Financial planning and investment advisory services; Strategic corporate financial advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, insurances including life long term care and disability insurances; Insurance information; Insurance consultancy; Insurance administration; Insurance consultation; Insurance information and consultancy; Providing insurance information; Financial evaluation for insurance purposes; Providing information in insurance matters; Consulting and information concerning insurance; Financial consultancy and insurance consultancy; Consultancy services relating to insurance; Development of insurance policies for others; Insurance and financial information and consultancy services; Administration of employee benefit plans concerning insurance and finance; Insurance services, namely, insurance eligibility review and verification and consultation in the long term care, life, disability; Financial evaluation for retirement plans; Administration of retirement plans concerning insurance and finance; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial evaluation for retirement plans