marketing and business consulting services for financial services companies and institutions and their associated individual professionals, agents and employees; business planning

financial services, namely, financial planning and investment advisory services, financial planning regarding major life events, providing financial consultations and investment strategies and recommendations for pre- and post-retirement; qualified and non-qualified investment accounts administration; cash flow planning; investment planning; investment research, analysis and consultation; estate planning; investment management in the nature of asset allocation and diversification services; financial risk management planning; investment portfolio management and monitoring; tax planning; investment information; and investment management; Securities brokerage in the field of stocks, bonds, mutual funds, real estate investment trusts (REITs), limited partnerships and various other securities; transaction administration services related to securities purchases, sales, holds, and transfers; insurance services, namely, insurance agency and brokerage services in the following areas of insurance -- life insurance, fixed, variable and indexed annuities, disability insurance, long-term care insurance, property insurance, casualty insurance, health insurance and dental insurance; advisory services in the field of employee benefits for group healthcare, business insurance, medical insurance, dental insurance, life insurance, disability insurance, health savings accounts, travel insurance, Medicare plans and prescription drug plans