| Goods and Services | On-line financial planning services; Financial services, namely, mortgage refinancing; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial research and information services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Strategic financial advisory services; Financial portfolio analysis services; Financial planning and investment advisory services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial retirement plan consulting services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial investment brokerage services; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, wealth management services; Financial services, namely, commodity trading and managed futures advisory and management services; Financial analysis and research services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Family office services in the nature of financial wealth management services; Financial wealth management services; Providing financial risk assessment services; Financial securities brokerage services; Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial advisory services; Providing financial advisory services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial services in the nature of providing an investment option available for life insurance products |
