Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultation; Financial consulting; Financial investment brokerage services; Financial management; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management consultation; 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, wealth management services; Providing financial advisory services; Providing financial information and financial advice via a website; Providing financial information via a website; Providing information in the field of financial planning; Providing information in the field of employee financial benefit plans; Provision of financial information