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Insurance and financial services, namely, administration services in the fields of life, [ property and casualty, disability, long term care, ] and annuities; [ pension fund and ] retirement plan management services, namely, investment of [ pension and ] retirement funds for others, [ and administration of employee pension and retirement plans; corporate financing services; investment banking services; capital investment consultation services; securities brokerage and underwriting services; mutual fund brokerage, distribution and investment services; financial clearing house services; ] [ banking services; credit card and debit card services; ] financial portfolio asset management services; investment advisory and management services (first use anywhere and first use in interstate commerce as early as 3/3/1975); [ financial planning services (first use anywhere and first use in interstate commerce as early as 3/3/1975); estate planning services; ] financial information provided by electronic means [; financial research services; loan financing services; ] [ mortgage financing services; ] [ real estate brokerage, leasing and management services; and real estate investment services ]