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Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; 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; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services in the nature of an investment security; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement