Investment advisory services, portfolio construction and management, including portfolio analysis and rebalancing; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial asset management; insurance and financial information and consultancy services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial planning, financial planning consultation, business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment banking services; financial portfolio analysis services; financial planning for retirement; financial retirement plan consulting services; insurance brokerage services; trust services, namely, investment and trust company services; business advisory services, consultancy and information; tax and taxation planning, advice, information and consultancy services