Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advisory and consultancy services; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information and advisory services; Financial management via the Internet; Financial planning and investment advisory services; Financial planning, namely, the creation of pers...

Banking services, namely, savings account services

Financial services, namely, asset allocation services incorporated into mutual funds, variable annuities, group annuities, funding agreements, private placements, separate accounts, employer-sponsored defined contribution plans, employer-sponsored defined benefit plans