Banking services; Brokerage for securities liquidation; Brokerage services in the field of securities and commodities investing; Commercial lending services; Financial advice and consultancy services; Financial asset management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, estate planning, financial asset management services, and investment in the nature of securities and mutual funds; Financial retirement plan consulting services; Financial services in the nature of an investment security; 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; Financial services, namely, debt resolution services in the nature of debt settlement and elimination; Financial management in the field of asset management, retirement planning, mutual funds, real estate, business and commercial real estate, and wealth management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, mortgage planning; Financing and loan services; Insurance agencies; Insurance agency and brokerage; Investment services, namely, asset acquisition, consultation, development and management services; Management of securities portfolios; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage lending; Mortgaging of securities for others; Real estate brokerage; Real estate consultancy; Real estate investment services; Securities brokerage; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting in the field of real estate note brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial services, namely, real estate note brokerage