Banking; Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Administration of savings accounts; Advice relating to investments; Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; Agencies in the field of bonds and other securities; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Business, stock option and pension valuation services; Checking account services; Credit card services; Debit card services; Electronic funds transfer; Equity capital investment; Estate planning; Financial administration of retirement plans; Financial analysis and consultation; Financial consultation; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely estate settlement services; Financial services, namely money lending; 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 trust operations; Fund investment consultation; Funds investment; Insurance agency and brokerage; Insurance consultation; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment clubs; Investment consultation; Investment of funds for others; Issuing credit cards; Loan financing; Management of portfolios comprising securities; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Providing stock market information; Providing stock/securities market information; Savings account services; Savings bank services; Stock brokerage; Trust services, namely, investment and trust company services; Vacation real estate timeshare services; Trust management accounts