75515420
Jul 8, 1998
Feb 15, 2000
Banking services; financial services, namely mutual fund distribution [ and transfer agent services ] ; investment advisor services; investment brokerage, consultation and management; securities brokerage; financial portfolio management; financial planning; mortgage and consumer lending services; insurance services, namely agencies in the fields of property and casualty, life, health, credit and disability; and philanthropic services consisting of monetary donations
Insurance and Financial