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INVESTMENT BANKING SERVICES; FINANCIAL SERVICES IN THE NATURE OF UNDERWRITING, DISTRIBUTION, AND TRADING OF SECURITIES FOR OTHERS; FINANCIAL SERVICES IN THE NATURE OF CONSULTING AND ADVISING IN THE FIELD OF MERGER, ACQUISITION, AND RESTRUCTURING; SECURITIES BROKERAGE SERVICES; INVESTMENT RESEARCH SERVICES; INVESTMENT MANAGEMENT AND ADVICE; FINANCIAL SERVICES IN THE NATURE OF TRADING FUTURES, CURRENCIES, OPTIONS, FOREIGN EXCHANGE, AND COMMODITIES FOR OTHERS; FINANCIAL CLEARING HOUSE; SECURITIES CUSTODY SERVICES; PROVISION OF FINANCIAL INFORMATION; ESTATE PLANNING SERVICES; SECURITIES TRUSTEE SERVICES; EMPLOYEE PENSION ADMINISTRATION SERVICES; MUTUAL FUND BROKERAGE, DISTRIBUTION, AND INVESTMENT; DERIVATIVE INVESTMENT SECURITIES BROKERAGE; CREDIT RISK MANAGEMENT; FINANCIAL RISK MANAGEMENT; INSURANCE BROKERAGE; INSURANCE ADMINISTRATION IN THE FIELDS OF HOME, VEHICLE, LIFE, ACCIDENT, AND PERSONAL LIABILITY INSURANCE; FINANCIAL PLANNING SERVICES; BANKING SERVICES