Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial investment analysis and stock research; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial research; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations