Providing services in the investment and financial field, namely, investment brokerage, investment management, asset management, investment advice, investment consultation, financial research, college savings plans, charitable fund raising, retirement financial planning, and variable annuities investment; insurance agencies in the field of life insurance and annuity brokerage; real estate financing, real estate investment, real estate management, real estate agencies, real estate brokerage, security brokerage, commodity brokerage, commodity trading for others, securities trading for others, securities underwriting, investment banking, financial management, and financial analysis and consultation; financial services in the nature of underwriting, distribution, and trading of securities for others; investment research services; financial services in the nature of trading futures, currencies, options, foreign exchange, and commodities for others; securities custody services; provision of financial information; estate planning services; securities trustee services; employee pension administration services; mutual fund brokerage, distribution, and investment; derivative investment securities brokerage; risk management services