Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Capital investment consultation; Capital investment services; Commodity investment advice; Equity capital investment; 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 investment in the field of financial intruments; Financial investment services, namely administering the issuance, underwriting and distribution of securities; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment clubs; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Public equity investment management; Securities trading and investing services for others via the internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services
Insurance and Financial