TAKE STOCK IN YOUR FUTURE

financial services, namely, financial and investment management, advisory, analysis, consultation and information services, mutual fund investment services, [ transfer agent services, ] [ banking services, mortgage lending services, credit card services, automobile loan financing services ], [ investment underwriting services, securities brokerage services, ] [ investment marketing services, formation, offering and management of limited partnerships ], [ trust services for personal and institutional investment accounts, ] [ real estate management services; ] [ and, insurance services, namely, administration of investment accounts which fund the benefits underlying fixed and variable annuity and life insurance contracts ]