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Broker-dealer financial services in the field of securities, stocks, bonds, mutual funds; financial stock and bond portfolio management, analysis, and investment planning services; brokerage of shares and other securities; financial services, namely, wealth management services, financial planning and investment advisory services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; investment management services; financial analysis and research services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities