FINANCIAL ADVISORY AND CONSULTING SERVICES; WEALTH MANAGEMENT SERVICES; INVESTMENT ADVISORY SERVICES; RETIREMENT PLANNING SERVICES; FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND EMPLOYER-SPONSORED RETIREMENT PLANS.

Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement