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Financial advisory and consultancy services, namely, investment advice and consultation, wealth management and estate and retirement planning and family business financial consulting; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement