[ Insurance agencies; insurance administration in the field of home, accident and fire insurance and real estate; insurance brokerages; insurance carrier services; insurance consultation; insurance premium rate computing; insurance services, namely, writing property and casualty insurance; ] financial services, namely, forecasting, valuation, procurement and management of finances and financial portfolios of others; financial consultation services, namely, providing loan advice and loan financing services; financial advisory services, namely, financial analysis and consultation; [ financing services, namely, security brokerage, managing and mortgaging securities for others, and ] management of portfolios comprising securities; [ financial valuation of personal property in the nature of chattel; ] financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; [ 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; financial consultation for winners of lotteries; financial guarantees and sureties; ] financial management consultancy; financial portfolio management services, namely, management of wealth; investment services, namely, asset acquisition, consultation, development and management services; management of a capital investment fund; [ risk management consultation; business, stock option and pension valuation services; fiscal valuations and assessments; real estate valuation services; business finance procurement services; assuming financial risk of others by entering into options and swaps; financial evaluation for insurance purposes; financial services, namely, mortgage planning; unit trust services, namely, investment and trust company services; real estate agency services, management and valuation services; guarantee assurance underwriting; actuarial services; mortgage lending, namely, services for the financing of home loans; mortgage banking; mortgage brokerage; mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; banking services, namely, deposit taking services; ] investment management; [ real estate trustee services; financial trust operations; estate trust management; trust services, namely, investment and trust company services; trust management accounts; electronic funds transfer services; employee pension fund administration; brokerage services in the field of insurance and credit; agencies for the recovery of debts; financial guarantee and surety; capital investment consultation; ] management of a capital investment fund; [ venture capital funding services to emerging and start-up companies; credit union services, namely, offering deposit, credit and savings services; ] cash management; credit risk management; debt management consultation; information and advisory services relating to the above services