BANKING SERVICES; FINANCIAL SERVICES, NAMELY MUTUAL FUND DISTRIBUTION AND TRANSFER AGENT SERVICES; INVESTMENT ADVISOR SERVICES; INVESTMENT BROKERAGE, CONSULTATION AND MANAGEMENT; SECURITIES BROKERAGE; FINANCIAL PORTFOLIO MANAGEMENT; FINANCIAL PLANNING; MORTGAGE AND CONSUMER LENDING SERVICES; COMMERCIAL LENDING SERVICES, CREDIT CARD SERVICES; DEBIT CARD SERVICES; INSURANCE SERVICES, NAMELY AGENCIES IN THE FIELDS OF PROPERTY AND CASUALTY, LIFE, HEALTH, CREDIT DISABILITY; PHILANTHROPIC SERVICES ...