| Goods and Services | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial portfolio analysis services; Financial risk assessment services; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment of funds; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Trust management accounts; Advice relating to investments; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Estate trust management; Estate trust planning; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial trust administration; Financial trust operations; Financial trust planning; Financial planning and investment advisory services; 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, investment fund transfer and transaction services; 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; Funds investment; Management of a capital investment fund; Mutual fund investment; Private equity fund investment services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Trust services, namely, investment and trust company services |
