Financial services, namely, retirement plan administration services; retirement fund investment services; providing financial information in the field of retirement planning; investment management services; securities brokerage services, excluding from all of the foregoing, bank card, debit card, credit card, charge card, magnetic encoded card, telephone calling card, stored value and/or prepaid card services, and excluding the marketing, distribution, provision and issuance of such cards

Financial services, namely, retirement plan administration services; retirement fund investment services; providing financial information in the field of retirement planning; investment management services; securities brokerage services; * excluding from all of the foregoing, bank card, debit card, credit card, charge card, magnetic encoded card, telephone calling card, stored value and/or prepaid card services, and excluding the marketing, distribution, provision and issuance of such cards *