financial services, namely, brokerage in the fields of investment instruments including stocks, mutual funds, commodities, derivatives, and bonds, financial analysis and consultation, financial planning, financial research, and insurance administration including annuities and life insurance

banking services

financial services, namely - brokerage in the fields of investment instruments, namely, stocks, mutual funds, commodities, derivatives, and bonds; financial analysis and consultation; financial planning; financial research; and insurance administration including annuities and life insurance