Investment advice; Advice on finance during retirement; Brokerage services in the field of securities and commodities investing; Financial retirement plan consulting services; Financial advice; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial information and advisory services; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Management of portfolios comprising securities; Providing financial services with respect to securities and other financial instruments and products, namely, money management 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of wealth management; Providing information in the field of finance; Providing information in the field of financial stock and equity markets