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Financial advisory and consultancy services; financial analyses; financial asset management; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial portfolio analysis services; advice relating to investments; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and investment of funds of others; financial investment brokerage services; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services