BROKER DEALER AND INSURANCE SERVICES, NAMELY, OFFERING ANNUITIES AND LIFE INSURANCE; [ MUTUAL FUND BROKERAGE; STOCK BROKERAGE OF STOCKS LISTED ON A STOCK EXCHANGE AND OVER-THE-COUNTER STOCKS; SECURITIES BROKERAGE FOR BONDS, FIXED INCOME MUTUAL FUNDS AND U.S. TREASURY SECURITIES; ] INVESTMENT ADVISORY SERVICES; INVESTMENT SERVICES IN THE FIELD OF SELF-DIRECTED INDIVIDUAL RETIREMENT ACCOUNTS; FINANCIAL SERVICES, NAMELY, [ AUTOMATED SWEEP-ACCOUNT SERVICES ENABLING CUSTOMERS TO PERIODICALLY TRANSFER DEPOSIT ACCOUNT FUNDS TO AN INVESTMENT ACCOUNT; FINANCIAL SERVICES IN THE FIELD OF MONEY MARKETS; INVESTMENT MANAGEMENT SERVICES IN CONNECTION WITH INDIVIDUAL MANAGED ACCOUNTS; DETAILED FINANCIAL PLANNING; FINANCIAL RESEARCH SERVICES; PROVIDING INFORMATION REGARDING FINANCIAL INSTITUTION REGULATORY COMPLIANCE; ] AND PROVIDING CUSTOMIZED INVESTMENT PORTFOLIOS IN THE FORM OF WRAP ACCOUNTS AND PROFESSIONALLY MANAGED ACCOUNTS