| Goods and Services | Annuity services, namely, account and investment administration; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Business, stock option and pension valuation services; Credit and financial consultation; Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advisory and consultancy services; financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy and insurance consultancy; Financial consulting services, namely, expert analysis in finance; Financial information, advisory, and evaluations services; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial planning; Financial planning and investment advisory services; 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 portfolio analysis services; Financial portfolio management; Financial research; Financial research and equity research brokerage services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, 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, arranging of modified loan terms designed to prevent home foreclosure; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, life insurance settlement services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial valuations; Insurance and financial information and consultancy services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Management of portfolios comprising securities; Management of securities portfolios; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing on-line financial calculators |
