97869649
Apr 3, 2023
Savings bank services; banking consultation; administration of savings accounts; administration of savings accounts, namely, of holiday and vacation club accounts; automated teller machine services; banking and financial services, namely, providing money market account service; banking services; banking services, namely, direct deposit services; banking services, namely, night deposit services; checking account services; consumer and commercial lending services; credit card and debit card services, namely, credit card and debit card payment processing; debit card services, namely, issuing debit cards; electronic interactive banking services; financial exchange services; financial forecasting services; financial guarantee and surety services; financial management services, namely, wealth management services; financing services; financial services, namely, money lending; financial services, namely, providing individual retirement account services in the nature of self-employed qualified retirement plans; financial services, namely, providing electronic remote check deposit services for deposit accounts; financial services, namely, rent security account in the nature of maintaining escrow accounts for rental property transactions; home equity loans; installment loans; internet banking services; savings account services, namely, money market account services; online banking services, namely, internet bill payment services; providing financial information in the nature of rates of exchange; safe deposit box services; savings account services; telephone banking services; financial administration of municipal and county government pension services; capital investment consultation and advice; financial analysis and consultation; financial and investment management; financial information in the nature of rates of exchange, financial exchange; financial information in the nature of financial forecasting and financial guarantee and surety; financial information provided by electronic means; financial investment advice and consultation; financial planning; financial portfolio management; financial portfolio management, namely, stock and bond portfolio management; financial portfolio management, namely, stock and bond portfolio management and advice; financial research; financial risk management and consultation via health care, disability, long-term care and life insurance; financial risk management and consultation; financial risk planning including health care, disability, long-term care and life insurance; financial services, namely, capital investment consultation and management, capital investment consultation, equity capital investment; financial valuation of investment portfolio; fund investment consultation; fund investment services, namely, advice and brokerage services for individual retirement account services; fund investment services, namely, advice and brokerage services for self-employed qualified retirement plans; funds investment; individual investment advisory services; internet investment brokerage services; investment advice; investment advice and brokerage services in the field of annuities (fixed and variable); investment advice and brokerage services in the field of mutual funds and securities; investment consultation; investment management; financial management and administration of defined benefit plants, profit sharing plans and non-qualified retirement plans; management of capital investment funds; mutual funds investment; mutual fund services, namely, brokerage, distribution and investment; mutual funds services, namely, establishment of mutual funds for others and brokerage, investment and distribution; securities brokerage services; consumer lending services; on-line consumer finance services, namely, consumer lending services; financial valuation of personal property and real estate; financing services, namely, financing housing for moderate income citizens; internet consumer finance services, namely, financing services; lease-purchase financing; lending services, namely, commercial and consumer lending services; loan financing; subordinated note sales, namely, debt settlement services; appraisals and financial evaluation of insurance coverage claims of personal property and real estate; insurance actuarial, appraisal, administration, agency, advisory in the nature of consultation, brokerage, consultation and subrogation services in the fields of auto, life, health, long term care, property, casualty, accident, fire, marine, medical, pre-paid healthcare; insurance appraisal services, namely, appraisals for insurance claims of real estate and personal property; administration of employee retirement plans estate planning; agencies in the field of bonds and other securities; corporate trust services, namely, investment and trust company services; deposit services for trust and benefit accounts administration of educational funding accounts; electronic interactive trust services, namely, financial trust administration; estate planning, settlement and administration; estate services, namely, creating and administering living, testamentary and charitable remainder trusts; estate trust management; fiduciary services, namely, trust and estate planning, estate settlement and administration; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, providing administration of funds of others; financial trust operations; fiduciary representative services and trust administration; fund investment services in the nature of providing 529 education savings plans; institutional financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes; internet trust services, namely, investment and trust company services; investment and trust services in the nature of trust administration services for administering living, testamentary and charitable remainder trusts; maintaining escrow accounts for investments; maintaining mortgage escrow accounts; real estate escrow services; trust management accounts; trust services, namely, investment and trust company services; asset-backed financing; foreign currency trading; derivatives trading; structured financing transactions; securitization transactions; financial structuring of equipment loans; education financing; mortgage lending; providing automobile loans; providing municipal debt type structures; private placement of private equity funds, securities and derivatives for others; loans syndications; equity and interest rates securities; equipment financing; issuing asset backed securities; municipal bond financing; dealing in fixed income products; providing loans secured by commercial paper; issuance of corporate bonds; trading of collateralized mortgage obligations; providing floating rate notes; margin account services; providing bridge and acquisition loans; providing term loans; providing money market lines and project finance, namely, providing working capital, venture capital funding services for emerging and start-up companies; providing private capital loans; corporate financial advisory services; debt private placement services; equity investing; financial risk management services; issuing mortgage backed securities and asset backed securities; advisory services concerning financing alternatives; banking and financial information services for all for the forgoing provided via a global computer network; banking services authorized by the Federal banking agencies
Insurance and Financial