36 Credit and financial consultation; Estate planning; Fiduciary services, namely, fiduciary representative services; Financial planning; Financial retirement plan consulting services; Insurance consultancy; Investment management; Financial investment analysis and stock research; Financial portfolio management; Financial risk management; Financial services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment risk assessment services; Providing information and research in the field of finance and financial investments; Financial advisory services, namely, providing commentary in the field of finance, financial investments and financial valuations regarding investment management, tax management, wealth management, financial planning, estate planning, and insurance advisory