Financial services, namely, financial administration, financial analysis and consultation, financial asset management, securities brokerage; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, mutual funds and unit investment trusts; fiduciary representative services; investment advice, investment management, and money management; mutual fund services, namely, mutual fund investment, mutual fund distribution and mutual fund brokerage; administration of employee benefit plans, namely, processing, administering and managing employee benefit plans; retirement investment management