Financial investment services, namely, brokerage, advisory, distribution, administration, management, custodial and trustee services for exchange traded funds, exchange traded notes, mutual funds, commodity funds, pooled funds, hedge funds, exchange principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; Financial portfolio management; Financial portfolio offerings consisting of separate accounts and mutual funds for equity and fixed income investments; Funds investment; Individual retirement account services; Investment banking services; Investment consultation; Investment management; Investment services, namely, financial asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Mutual fund brokerage; Mutual fund investment; Mutual fund investment management