Financial services, namely wealth management services; Providing financial services, namely, information, analysis, and planning relating to investments, asset management, cash management, investment advising and management; Financial advisory and consultancy services, namely, providing market information and administering transactions relating to stocks, bonds, mutual funds, and other securities; Financial and investment services, namely, providing 401(k), profit sharing, SIMPLE IRAs, SEP-IRAs, and Defined Benefit plans, and private investment advising and information relating to alternative strategies; Funds investment; Mutual funds investment; Stock exchange quotations; Financial services, namely, brokerage services in the field of securities, stocks, bonds, and mutual funds; Financial portfolio analysis services; Management, namely, investment and deposit portfolio account management; Financial consultation services