Debt and credit analysis services; financial services, namely mutual fund distribution and transfer agent services; investment advisor services; investment brokerage, consultation and management; investment banking services; securities brokerage; financial portfolio management; financial planning; securities underwriting services; mutual fund brokerage services; broker/dealer services in the field of securities; establishing and administering mutual funds for others; insurance brokerage and agencies in the fields of home, renters, mortgage, earthquake, flood, long term health, medical, dental, vision, pet, boat, accidental death, accidental dismemberment and home warranties; credit insurance services; sale of home warranties; insurance services, namely insurance against loss due to identification and identity theft and fraud; privacy protection insurance services; underwriting insurance for prepaid legal services