Advice relating to investments; Capital investment consultation; Commodity investment advice; Equity capital investment; 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; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Leveraged buy outs and investments in financially distressed or underperforming companies; Management of a capital investment fund; Mutual fund investment; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Public equity investment management; Real estate investment; Real estate investment services in the nature of purchasing and selling of real estate for others; Securities trading and investing services for others via the internet; Investment by electronic means
Insurance and Financial