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Financial consultancy and insurance consultancy; Financial planning and estate planning services; Financial and investment services, namely, financial asset and investment acquisition, management, consultation, and development; Financial management, analysis, research and consultation services; Mutual fund investment; Providing financial information; Financial portfolio management; Brokerage services in the fields of stocks, bonds, options, commodities, futures and other securities; Estate planning; Annuity services, namely, account and investment administration and investment and distribution of annuities; Management of securities portfolios; Financial risk management consultation; Financial planning services, namely, developing and managing charitable giving programs; Financial advice, namely, budget planning and retirement planning