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Investment management services; investment advice; financial risk management; consulting in the field of financial management and financial services; providing information in the field of financial management and financial services; financial research; financial investment data analysis; financial analysis of financial reports; providing financial information in the field of investment opportunities and financial analysis; financial planning for retirement; individual retirement account services, namely, design, administration, and advisory services for retirement plans; financial information and consultation in the nature of retirement planning and design; providing a personalized financial information and media in the field of financial planning and retirement