Marketing consulting, namely, compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Connecting buyers and sellers of financial assets; Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Promotion of financial and insurance services, on behalf of third parties; excluding from all the foregoing and none being in connection with bank card, debit card, charge card, magnetic encoded card, telephone calling card, stored value or prepaid card and payment card services, payment card processing services, banking services and automated teller machine (ATM) products and services; Tax and taxation planning, advice, information and consultancy services

Financial appraisal and valuation of Financial advisory and consultancy services, namely, advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; College consulting services, namely, assisting students in applying for scholarships and financial aid; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; 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 consultation; Financial consulting in the field of real estate note brokerage; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation for insurance purposes; Financial information and advisory services; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage 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, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing. 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, real estate note brokerage; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance services, namely, viatical settlement services, life settlement services for insurance policyholders, and senior settlement services for insurance policyholders; Investment advice; Investment advisory services; Investment brokerage; Investment management; Investment of funds for others; Life insurance brokerage; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Public equity investment management; Real estate funds investment services; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; excluding from all the foregoing and none being in connection with: bank card, debit card, charge card, magnetic encoded card, telephone calling card, stored value or prepaid card and payment card services, payment card processing services, banking services and automated teller machine (ATM) products and services