Financial services, namely, investment advisory, financial planning, assets management, and brokerage and dealer services in the fields of mutual funds, fixed and variable insurance products, exchange-traded funds, college savings plans, stocks, bonds, real estate investment trusts, and business development companies; insurance services, namely, brokerage and dealer services in the field of insurance; Insurance services, namely, underwriting, issuing and administering insurance in the fields of life, accident and health insurance; underwriting, issuance and administration of annuities; financial investment in the field of real estate; mortgage lending; financial affairs, and monetary affairs, namely, financial information, management and analysis services; real estate agency services; investment of funds for others; investment brokerage; investment management; financial analysis and consultation; financial portfolio management; financial asset management; financial investment brokerage; financing services; capital investment services; providing working capital; financial trust operations; real estate management services; rental of real estate; business brokerage; financial transactions services, namely, providing secure commercial transactions and payment options; administration of employee benefit plans concerning insurance and finance; administration of employee welfare benefit plans concerning insurance and finance; processing, administering and managing employee benefit plans concerning insurance and finance; investment advisory services