Financial investment services; brokerage and fund distribution; Financial advisory and consultancy services; Financial portfolio management; Financial planning and investment advisory services; Funds investment; fund investment services; mutual funds and capital investment; Investment of funds for others in the fields of equity index funds, active equity funds, fixed income products, multi-asset funds, separately managed accounts, and money market funds; Financial services, namely, trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; wealth management services; financial asset management services; direct, personalized, and customized indexing investing services