Promotion of financial and insurance services on behalf of third parties

Insurance information, advisory, and consultancy services; financial information, advisory, and consultancy services; insurance brokerage services; financial retirement plan consultancy services; financial planning and investment advisory services; broker-dealer financial 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; management and brokerage in the fields of stocks, bonds, options, commodities, futures, and other securities; investment of funds of others; financial services, namely, a total portfolio offering for high net worth clients; wealth management services; investment fund transfer and transaction services; financial and investment services, namely, asset and investment acquisition, consultation, advisory, and development; financial evaluation, tracking, analysis, forecasting, consultancy, advisory, and research services; financial investment brokerage services; financial portfolio analysis services