36 Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial risk management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Financial services, namely, credit repair and restoration; Financial services, namely, debt settlement; Financial services, namely, gold trading; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, money lending; Financial services, namely, mortgage refinancing; Financial services, namely, real estate note brokerage; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust administration; Financial administration of employee pension plans; Financial administration of investment portfolios; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial calculation services for others, namely, royalty calculation; Financial consultancy services; Financial consultancy services in the area of healthcare; Financial consulting services, namely, expert analysis in finance; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial due diligence services in the field of real estate; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial management of employee pension plans; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial services, namely, mortgage planning; Financial trust planning; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment management services in the field of acquiring joint ventures; Investment risk assessment services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of a capital investment fund; Management of securities portfolios; Mutual fund investment; Mutual funds and capital investment; Trust management accounts; Trust services, namely, investment and trust company services; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment services; Charitable fundraising services for promoting research, education and other activities relating to wealth management and financial independence; Estate trust management; Estate trust planning; Financial asset management; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial investment brokerage services; Financial management in the field of investment portfolios; Financial portfolio management; Financial services in the nature of an investment security; 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, 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial trust operations; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Global investment research services; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; On-line financial planning services; Private equity fund investment services; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial advisory services; Providing financial advisory services in the field of digital currency; Providing financial assessment services to clients; Providing financial consultation services to clients; Providing financial information services to clients; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of financial planning; Providing information in the field of financial planning for creating personalized strategies for achieving financial independence; Providing information in the field of employee financial benefit plans; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Public equity investment management; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate funds investment services; Real estate investment trust services; Strategic financial advisory services; Strategic corporate financial advisory services