Financial services, namely, financial planning services, investment management services, mutual fund investment services, investment advisory services, and retirement investment planning services

MARKETING OF LIFE INSURANCE AND ANNUITIES FOR OTHERS

FINANCIAL SERVICES, NAMELY - MUTUAL FUND MANAGEMENT SERVICES; INVESTMENT BANKING SERVICES; UNDERWRITING SERVICES; AND INVESTMENT ADVISING, MANAGEMENT AND BROKERAGE SERVICES

Banking and financial services, namely checking and savings account services; credit card services; lending services; electronic and on-line banking and financial services; investment consultation, brokerage and management services; financial management, planning and portfolio management services; insurance services, namely, providing solicitation and servicing of life, accident, health, property, casualty, marine, fixed annuity, variable life and annuity, credit, and consultative and adminis...