THE PLAN FOR MORE PROCESS

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; 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 planning and investment advisory services; Trust services, namely, investment and trust company services; Stock brokerage services; Providing financial information in the field of finance, financial investments, financial valuations, portfolio management, asset management, and the financial aspects of planning for personal goals such as retirement, college savings, transfer of wealth, and other investor/consumer personal goals; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development