WHITNEY

SECURITIES AND INVESTMENT BROKERAGE SERVICES; [ INSURANCE BROKERAGE SERVICES; ] FINANCIAL SERVICES, NAMELY, PROVIDING INVESTMENT ADVISORY SERVICES IN CONNECTION WITH SECURITIES OR INVESTMENT BROKERAGE SERVICES; FINANCIAL SERVICES, NAMELY, PROVIDING INVESTMENT RESEARCH SERVICES IN CONNECTION WITH SECURITIES OR INVESTMENT BROKERAGE SERVICES; FINANCIAL SERVICES, NAMELY, FINANCIAL ANALYSIS, CONSULTATION, PLANNING AND ADVISING SERVICES; FINANCIAL SERVICES, NAMELY, INVESTMENT MANAGEMENT SERVICES; AND, FINANCIAL SERVICES, NAMELY, MONITORING OF INVESTMENTS AND ANALYSIS OF PERFORMANCE RESULTS