Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Banking services; Brokerage of bonds; Brokerage services for capital investments; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing financial assistance for programs and services of others; Charitable fundraising services; Commodity brokerage; Commodity investment advice; Commodity trading for others; Consultancy of capital investment; Currency exchange and advice; Currency exchange services; Currency trading; Equity capital investment; Estate planning; Estate trust management; Fiduciary representatives; Fiduciary services, namely, fiduciary representative services; Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 asset management; Financial consultancy and insurance consultancy; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, estate settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, wealth management services; Financial trust administration; Financial trust operations; Financial trust planning; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance agencies; Insurance agencies in the field of life insurance and long-term care insurance; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of life insurance and long-term care insurance; Insurance brokerage services; Insurance consultation; Insurance consulting in the field of life and long-term care insurance; Insurance information; Insurance information and consultancy; Investment advisory services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Mutual fund advisory services; Mutual fund analysis services; Mutual fund brokerage; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; On-line financial planning services; On-line real-time currency trading; Real estate investment services; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Securities brokerage services; Securities trading and investing services for others via the internet; Stock brokerage services; Strategic corporate financial advisory services; Strategic financial advisory services; Trust management accounts; Trust services, namely, investment and trust company services; Venture capital advisory services