WM

[ ; ] financial services,* namely; providing financial and investment services to the investing public, consisting of individual retail and individual corporate commercial customers, but not investment professionals,* namely, mutual fund distribution and transfer agent services; investment advisor services; investment brokerage, consultation and management; securities brokerage; financial portfolio management; financial planning; [ and casualty, life ] * INSURANCE SERVICES, NAMELY AGENCIES IN THE FIELDS OF CASUALTY AND LIFE *