Investment banking services; financial services, namely, wealth management services; financial planning; financial portfolio management; real estate investment services; financial services, namely, the purchase of mortgages on behalf of others and the issuance of mortgage-backed securities; financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products; Qualified Professional Asset Management; fiduciary services to Taft-Hartley Trusts and their sponsoring union, namely, fiduciary representative services; underwriting private commercial mortgages; servicing private commercial mortgages, namely, mortgage lending; real estate asset management