Financial information and advisory services; Providing information in the field of employee financial benefit plans; Providing information in the field of financial stock and equity markets; Financial retirement plan consulting services; Investment advice and consultation in the field of retirement plans; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Employee stock plan administration services; Administration of employee benefit plans concerning insurance and finance; Financial services in the nature of an investment security; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial investment brokerage services; 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; Brokerage of shares or stocks and other securities; Loan origination services; Providing temporary loans; Providing loans for equity investment plan participation