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Advice relating to investments; Brokerage services for capital investments; Capital investment consulting; Capital investment 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 investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment advice; Investment advisory services; Investment of funds for others; Management of a capital investment fund; Mutual funds and capital investment; Securities trading and investing services for others via the internet