Financial asset management services; Financial analysis and consultation in the fields of investments and retirement planning; Financial portfolio management services; Financial management; Financial portfolio analysis services; Financial services in the nature of an investment security; Investment services, in the nature of investment brokerage services; Investment management and advisory services in the fields of mutual funds; Investment distribution, namely, distribution of mutual funds; Mutual fund advisory services; Mutual fund brokerage services; Establishing mutual funds for others; Brokerage and financial administration of mutual funds; Fund investment; Fund investment consultation; Mutual fund distribution; Charitable philanthropic services, namely, providing financial sponsorship of athletic events and teams, and exhibitions focusing on the abilities of all people including people with disabilities