Financial services, namely, wealth management services; Estate planning; Financial asset management; Investment consultation; Financial advisory and consultancy services; Financial consulting services, namely, advising others regarding intellectual property investments; Life insurance settlement 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; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial advice and consultancy services