PRIVATE CLIENT GROUP

insurance services, namely, the provision of life insurance, homeowners insurance, auto insurance, and property and casualty insurance; banking services; financial investment and planning services, namely, wealth management services, providing investment advice, financial planning services for retirement, and financial investment brokerage services; financial services, namely, mutual fund brokerage, currency and electronic funds transfer, as well as mutual fund, annuity, and securities distribution; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; estate trust management; trust services, namely, financial trust operations, planning, and administration