| Goods and Services | College consulting services, namely, assisting students in applying for scholarships and financial aid; College counseling services, namely, assisting students in applying for scholarships and financial aid; Estate planning; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds; Advice on finance during retirement; Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services in the field of securities and commodities investing; Financial investment analysis and stock research; Financial investment brokerage; Financial retirement plan consulting services; Financial administration of retirement plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial planning for retirement; Financial services in the nature of an investment security; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Individual retirement account services; Investment advice in the fields of retirement, estate, securities, bonds, annuities, college planning; Investment consultation in the fields of retirement, estate, securities, bonds, annuities, college planning; Investment management in the fields of retirement, estate, securities, bonds, annuities, college planning; Monitoring financial markets for investment purposes; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments |
