financial portfolio management; investment services, namely, funds investment, fund investment consultation, [ investment management of and distribution of variable annuities, ] mutual fund investment; [ investment account services, namely, maintaining escrow accounts for investments; ] cash management account services; retirement fund investment services, namely, investment of funds for others; financial information and consultation in the nature of retirement planning, retirement plan desig...

financial portfolio management; investment services, namely, funds investment, fund investment consultation, investment management of and distribution of variable annuities, mutual fund investment; investment account services, namely, maintaining escrow accounts for investments; cash management account services; retirement fund investment services, namely, investment of funds for others; financial information and consultation in the nature of retirement planning, retirement plan design and su...