Financial advice and consultancy services; Financial advisory and consultancy services; Financial customs brokerage services; Financial information and advisory services; Financial investment brokerage services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Strategic financial advisory services