Broker-dealer financial services in the field of securities, stocks, bonds, and mutual funds.; Financial advisory and consultancy services; Financial information and advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial retirement plan consulting services; 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 services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance and financial information and consultancy services; Insurance brokerage services; Providing financial information services to families, to business owners for exit and succession planning, professionals for executive benefit review, design and implementation; Financial planning for retirement