DIVERSIFIED FINANCIAL SERVICES, NAMELY FINANCIAL MANAGEMENT, ANALYSIS AND PLANNING FOR INDIVIDUALS AND INSTITUTIONS; DISTRIBUTION AND MANAGEMENT OF MUTUAL FUNDS, DIRECT PARTICIPATION PROGRAMS, INDIVIDUAL RETIREMENT ACCOUNTS AND MORTGAGE PRODUCTS; EQUITY AND FIXED INCOME PORTFOLIO MANAGEMENT; REAL ESTATE ADVISORY, ACQUISITION, MANAGEMENT AND DISPOSITION SERVICES; ACQUISITION, MANAGEMENT AND LEASING OF CAPITAL EQUIPMENT