Printed materials in the field of investments, namely, investment newsletters and research reports

Analyzing and compiling data for measuring the performance of financial markets; acquisition and merger consultation; preparing financial reports for others; tax planning, advice, information and consultancy services

Securities brokerage services; investment advice; investment management; investment of funds for others; investment banking; securities underwriting; private placements of securities for others; corporate and public finance services, namely, bond offerings for or through public entities; financial advisory and consultancy services; financial planning, consultation and research; financial management services; financial advisory services; financial portfolio management and analysis; financial and investment services, namely, investment of funds of others; insurance agency in the field of life insurance and annuities; estate planning; financial trust administration; financial management and administration of employee pension plans; financial administration of retirement plans; financing services