Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; trust and estate financial administration services and estate planning consultation; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; financial and investment services, namely, financial portfolio management services and financial planning services; investment advisory services, namely, Registered Investment Advisor (RIA) services