Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Mutual fund investment; Mutual funds and capital investment; Securities trading and investing services for others via the internet; Trust services, namely, investment and trust company services