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 advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; 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 consulting services, namely, expert analysis in finance; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary