newsletters, circulars and guides, vinyl binders, magnetic clip boards, and paper shopping bags in the fields of financial and investment services

investment marketing services for others

financial services, namely, mutual funds; advisory, distribution, underwriting and administration of mutual funds and limited partnership investment vehicles; financial and investment management, advisory, analysis, consultation, record keeping and information services; financial analysis; formation, offering and management of limited partnerships; securities brokerage; investment brokerage and management; transfer agent services; banking; investment trust services; real estate management services; and insurance services, namely, issuance and administration of life insurance and annuity contracts, reinsurance of life insurance and annuity contracts of other licensed insurers, and administration of investment accounts which fund the benefits underlying life insurance and annuity contracts

conducting workshops and seminars in the field of investments and financial services and distributing printed materials in association therewith