Financial advice and consultancy services; Financial services, namely, wealth management services; Financial portfolio analysis services; Financial consultancy and insurance consultancy; Insurance and financial information and consultancy 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 planning and investment advisory services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing financial advisory services; Financial evaluation for insurance purposes; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial planning for retirement; Financial advisory services; Financial advisory and consultancy services; Financial retirement plan consulting services