| Goods and Services | Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Cash management; Charitable services, namely, providing financial assistance to meet the physical, psychological, social and other special needs of children; College consulting services, namely, assisting students in applying for scholarships and financial aid; Conducting financial feasibility studies; Consulting on the subject of intellectual property valuation; Corporate finance services, namely, consultation in the field of capital structure; Corporate savings account services; Debt advisory services; Debt management services; Electronic transfers of money; Estate planning; Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis; Financial analysis and research 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial data analysis; Financial evaluation for insurance purposes; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information provided by electronic means; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial management of employee pension plans; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial risk assessment services; Financial risk management; Financial services in the nature of an investment security; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; 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, investment fund transfer and transaction services; Financial services, namely, life insurance settlement services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, savings programs for youths; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust administration; Financial trust planning; Fund investment consultation; Global investment research services; Hedge fund investment services; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Insurance consultation; Insurance consulting in the field of retirement insurance; Insurance information; Insurance services in the nature of loss control management for others; Investment advice; Investment brokerage; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Issuance and administration of annuities; Life insurance brokerage; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Money transfer; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; On-line financial planning services; Providing financial information via a website; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information in the field of employee financial benefit plans; Providing information in the field of finance; Providing information in the field of financial stock and equity markets; Providing insurance information; Providing investors with financial information; Providing on-line financial calculators; Provision of stock market information; Real estate consultation; Real estate funds investment services; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Savings account services; Securities brokerage; Securities brokerage services; Security brokerage; Services of a stockbroker; Stock brokerage services; Stock broking services; Stocks and bonds brokerage; Trading of securities options; Trust management accounts; Trust services, namely, investment and trust company services; Trustee services |
