36
Financial services, namely, providing financial advisory and planning services; cash and asset management services; financial research services; financial analysis and consultation services; estate planning services; insurance underwriting and brokerage services in the fields of life, property and casualty, disability, long term care, and annuities; securities and commodities trading for others by means of a global communication network or by telephone; providing online information in the field of financial, banking, securities, retirement and insurance information; providing financial analysis and planning tools in the nature of online, interactive financial calculators and questionnaires
41
Educational services, namely, conducting classes, seminars and workshops on the subjects of investment, money management, financial security, retirement planning, education funding and home ownership and dissemination of educational materials therewith
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