Estate trust management; Fiduciary services, namely, fiduciary representative services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and research services; 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 consulting services, namely, expert analysis in finance; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial trust operations