| Goods and Services | Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial portfolio analysis services; Financial analysis and research services; Financial analysis and consultation; Financial information; Financial information and evaluations; Financial information and advisory services; Financial consultation in the field of banking; Financial management; Broker-dealer financial services in the field of mutual funds; Investment advisory services; Capital investment services; Investment banking services; Financial investment brokerage services; Investment risk assessment services; Hedge fund investment services; Hedge fund management; Financial planning and investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Information, advisory, consultancy and financial research services relating to finance and investments; Investment advice; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Investment management; Investment consultation; Fund investment consultation; Investment consultancy; Capital investment consulting; Capital investment consultancy; Investment consultation in the fields of hedge funds and mutual funds; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Merchant banking and investment banking services; Investment services, namely, asset acquisition, consultation, development and management 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; Advisory services relating to credit and debit control, investment, grants and financing of loans; 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; Securities trading and investing services for others via the internet; 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; 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; Management of portfolios of transferable securities; Financial advisory services; Strategic financial advisory services; Providing financial advisory services; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial consultancy services; Financial consulting services, namely, expert analysis in finance; Financial advice and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Insurance and financial information and consultancy services; Financial investment brokerage; Management of a capital investment fund; Financial services, namely, wealth management services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Providing information in the field of wealth management; Trust services, namely, investment and trust company services; Estate trust management; Financial trust planning; Financial trust administration; Estate planning; Estate trust planning; Providing information in the field of estate planning; Philanthropic services concerning monetary donations; Philanthropy consultation relating to charitable fundraising; Investment of funds for charitable purposes; Insurance brokerage services; Insurance underwriting services for all types of insurance; Accident insurance underwriting services; Actuarial services; Insurance actuarial services; Insurance information; Providing insurance information; Insurance information and consultancy; Consulting and information concerning insurance; Insurance brokerage; Insurance brokerage in the field of prize indemnity; Insurance consultancy; Financial consultancy and insurance consultancy; Insurance consultation; Insurance underwriting consultation; Accident insurance underwriting; Industrial accident insurance underwriting; Marine accidents insurance underwriting; Appraisals for insurance claims of personal property; Appraisals for insurance claims of real estate; Fire insurance underwriting; Health insurance underwriting; Dental health insurance administration; Providing health insurance information; Claims administration services in the field of health insurance; Life insurance underwriting; Marine insurance underwriting; Pet insurance underwriting; Medical insurance underwriting; Preneed insurance underwriting; Marine fire insurance underwriting; Marine transportation insurance underwriting; Long-term care insurance underwriting; Banking services; Merchant banking services; Brokerage of carbon credits; Brokerage of carbon dioxide and other greenhouse gas emission credits, allowances or offsets on behalf of offset producers; Business liquidation services; Business liquidation services, financial; Financial consultancy; Financial asset management; Financial portfolio management; Financial risk management consultation; Financing services; Financial risk assessment services; Financial guarantee assessment services; Home banking; Home banking services; Savings bank services; Trusteeship representatives; Fiduciary services, namely, fiduciary representative services; Fiduciary representatives; Currency trading; Currency exchange services; Money exchange services; Financial securities exchange services; Brokerage services for capital investments; Capital investment; Equity capital investment; Mutual funds and capital investment; Providing venture capital, development capital, private equity and investment funding; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial services, namely, investment fund transfer and transaction services; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Payment and funds verification services; Financial administration of retirement plans; Financial planning for retirement; Mutual fund investment; Electronic funds transfer; Electronic transfer of funds; Electronic funds transfer services; Providing electronic processing of electronic funds transfer, ACH, credit card, debit card, electronic check and electronic payments; Insurance carrier services |
| Goods and Services | Accounting services; Accounting advisory services; Business information and accounting advisory services; Tax preparation; Income tax preparation; Philanthropy consultation relating to taxation planning; Business management consultancy and advisory services; Business advisory services, consultancy and information; Consultancy and advisory services in the field of business strategy; Assistance, advisory services and consultancy with regard to business analysis; Assistance, advisory services and consultancy with regard to business management; Assistance, advisory services and consultancy with regard to business organization; Assistance, advisory services and consultancy with regard to business planning; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis; Business management consulting and advisory services; Providing business management information in connection with consulting and advisory services in the field of strategic planning |
