Advisory services relating to grants and financing of loans; Advisory services relating to mutual funds; Financial services, namely, debt settlement; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial credit scoring services; Charitable foundation services, namely, providing financial assistance for programs and services of others; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Mutual fund investment; Trading of securities index futures; Trading of securities options; Underwriting, issuance and administration of annuities