36 Brokerage services, namely, brokerage services in the fields of stocks, bonds, mutual funds, money market funds, stock options, and related securities, annuities, variable insurance, universal life insurance, and whole life insurance; investment services, namely, investment advice and consultation in the fields of stocks, bonds, mutual funds, money market funds, stock options, and related securities, annuities, variable insurance, universal life insurance, and whole life insurance; investment management and portfolio management services; providing information, consultation, and analysis in the fields of finance, economics, investment, financial planning, investment strategy, and retirement planning