Financial services, namely, brokerage account investment and investment management services including portfolio management services; investment, securities and mutual fund investment services; retail and institutional securities investment services; institutional investment and underwriting services, namely, underwriting new securities issues and private placements of securities; wealth management, retirement, and estate planning services; securities research and advisory services; and securities lending and borrowing services; Market making services, namely, acting as market maker in publicly traded securities; brokerage of life and health insurance policies, annuities, and segregated funds; estate and trust portfolio management services; pension services, namely, administration of employee pension plans; financial clearing house; futures and derivatives trading services; and proprietary investment, namely, inventory trading and mutual fund investment services