Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial investment brokerage services; Financial customs brokerage services; Financial research and equity research brokerage services; Financial services, namely, real estate note brokerage; 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 planning and investment advisory services; Financial services in the nature of an investment security; News reporting services in the field of financial news; 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; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence