Financial advice and consultancy services; estate planning; estate trust management; financial planning and investment advisory services; financial portfolio management; 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; investment brokerage; investment management, consulting and brokerage in the fields of employee and executive benefit plans; financial management of employee and executive benefit plans; insurance brokerage, consultation and advice in the fields of employee and executive benefit plans for others