Investment consultation services; Financial portfolio management services; Financial services, namely, evaluating financial asset allocation, risk tolerance, financial alternative plans and investment time frames; Financial services, namely, wealth management services; Wealth management services, namely, wealth management services providing information and advice in the field of finance, financial investments and the financial aspects of retirement; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and of others' money, all excluding charge card and credit card services and related payment processing services, and all excluding mutual fund investment services and mutual fund brokerage services; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial services, namely, a total financial portfolio management for high net worth; Financial services, namely, investment advice, investment management, investment consultation and investment of others' money, including private and public equity and debt investment services, all excluding charge card and credit card services and related payment processing services, and all excluding mutual fund investment services and mutual fund brokerage services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial services, namely, a total financial portfolio management for high net worth clients; Financial services, namely, money lending, excluding charge card and credit card services and related payment processing services, and all excluding mutual fund investment services and mutual fund brokerage services; Crowd funding services in the nature of accepting and administering monetary contributions from a group of individuals, corporations, and/or trusts; Providing a website featuring financial information and investment opportunities for third-party investment; Construction lending, namely, lending services for real estate; Loan servicing on behalf of others; Providing financial and investment information to investors for use in the trading and analysis of investments, finances and financial planning; Brokerage services in the fields of securities, stocks, bonds, managed accounts, structured products, alternative investments, cash products, money market accounts, commodities, futures, options, and indices of any of them; Providing information services in the field of investment accounts; Financial administration of retirement plans; Financial trust administration services, namely, trust company custody services; Insurance brokerage services; Fixed income investment services, namely, providing financial trading services and financial information in the field of fixed income investment products; Electronic funds transfer services; Separately managed account and structured financial product services, namely, brokerage of structured products, namely, structured CDs, principal protected notes, buffered notes, return enhanced notes, reverse convertibles, and hedging and monetization strategies for concentrated equity positions; Providing financial information and brokerage services relating to third party bank structured investment products, namely, principal protected notes, buffered and leveraged notes, structured certificates of deposit and rate notes; Providing on-line computer databases featuring personal financial information about financial portfolio accounts; Financial and investment services, namely, brokerage services in the fields of stocks, bonds, options, commodities, futures, and other securities; 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; Securities brokerage; Equity capital investment services; Financial investment services, namely, private placements of hedge funds, private equity funds, securities and derivatives for others; Financial investment of others' money; Securities trading and investing services for others via the internet; Investment advisory services; Investment consultation services; Investment management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Cash management account services, all excluding charge card and credit card services and related payment processing services, and all excluding mutual fund investment services and mutual fund brokerage services; providing financial portfolio management services; Financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans, and investment time frames; Investment banking services; Securities brokerage; Equity capital investment services; Investment of funds for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement through a global computer network; Financial planning; Providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans, and investment time frames; Investment and insurance planning and consultation services; Financial services, namely, investment management services, investment advisory services, asset management services, investment of others' money and provision of long-term capital; Private equity fund investment services; Management of private equity funds; all excluding charge card and credit card services and related payment processing services, and all excluding mutual fund investment services and mutual fund brokerage services; Providing news in the field of finance and investments for use by investors in the trading and analysis of investments, finances and financial planning; Providing financial and investment research for investors for use in the trading and analysis of investments, finances and financial planning; Providing information and financial analysis in the fields of finance, investment, financial planning, and investment strategy; Providing financial news, information, research, and analysis in the fields of investing, finance, financial planning, and current financial events, namely, macro and microeconomic trends; Providing information and analysis in the fields of finance, investment, financial planning, and investment strategy by online and telephonic means
Insurance and Financial