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Financial services, namely, investment advisory, investment
management, asset management, portfolio management,
investment brokerage, securities brokerage, investment
consultation, wealth management, and financial planning
services; all the aforesaid services also available via the
Internet or a similar electronic network; financial and
investment services, namely, investment advisory and
investment management and brokerage of securities, hedge
funds, private equity funds, wrap fee programs, separate
accounts, variable annuity programs, stocks, bonds,
commodities, derivatives and debt investment, and limited
partnerships; financial services, namely, financial
research, analysis, consultation, and information services;
financial services, namely, investment fund transfer and
transaction services; financial custodian services, namely,
maintaining possession of financial assets for others for
financial management purposes; management and investment of
funds and assets of others; capital investment services;
financial transaction services, namely, clearing and
reconciling financial transactions; financial services,
namely, mutual fund advisory and investment management
services, mutual fund distribution services, mutual fund
underwriting and administration services, and variable
annuities investment services; clearance services, namely,
clearing and settling financial transactions on behalf of
others; maintaining assets and securities for others, and
confirming and tracking financial transactions for others;
insurance investment services; trust and estate planning and
management services; retirement planning services; real
estate investment and trust advisory and management
services
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