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banking services; insurance brokerage services; securities brokerage services; financial services, namely, financial, investment, and retirement planning and advisory services; mutual fund distribution and administration services; trust services, namely, institutional, corporate, and personal trustee services, trust administration and management services, asset custody services, estate trust administration and management services, transfer agent services, paying agent services, escrow agent services, trustee services relating to bond indentures or others debt obligations, employer and individual retirement plan trustee services, financial portfolio management services, investment of funds for others, and investment management services