Financial advisory services; Financial consultancy services; Financial investment brokerage services; Financial securities exchange services; On-line financial planning services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial services, namely, life insurance settlement services; Insurance and financial information and consultancy services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services in the nature of providing an investment option available for life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; 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 administration of retirement plans
[ asset and wealth management services; financial advisory and ] insurance services namely, providing financial consultation [ and investment ] advise concerning [ financial products, annuities, ] life insurance, long term health and care insurance [, and disability insurance ]
