Banking services; Cash management; Estate planning; Estate trust management; Estate trust planning; Financing and loan services; Financing services; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Administration of employee welfare benefit plans concerning insurance and finance; Administration of retirement plans concerning insurance and finance; Administration of employee benefit plans concerning insurance and finance; Administration of savings plans concerning insurance and finance; Advice on finance during retirement; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Banking and financing services; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Business finance procurement services; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Corporate finance services, namely, consultation in the field of asset sales; Corporate finance services, namely, consultation in the field of capital structure; Electronic cash transactions; Equity capital investment; Facilitating and arranging for the financing of business transfers; Facilitating and arranging for the financing of capital projects; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting in the field of real estate note brokerage; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services, namely, expert analysis in finance; Financial due diligence services in the field of real estate; Financial evaluation of real estate; Financial information provided by electronic means in the field of Investment; Financial investment in the field of Real Estate; Financial investment in the field of Securities; Financial management in the field of Investment; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, estate settlement services; 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, investment fund transfer and transaction services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial valuation of personal property and real estate; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Loan financing; Management of a capital investment fund; Monitoring financial markets for investment purposes; Mortgage financing services; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Processing, administering and managing employee benefit plans concerning insurance and finance; Project financing; Providing financing information in the field of automobiles; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; 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; Providing information in the field of finance; Providing information in the field of finance via a website; Providing information in the field of personal finance; Providing information in the field of personal finance via a website; Providing information in the field of real estate via the Internet; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing on-line news in the field of finance; Providing working capital financing to small businesses and small business owners; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Real estate consultancy; Real estate consultation; Real estate funds investment services; Real estate investment consultancy; Real estate investment services; Real estate investment trust advisory services; Real estate lending services; Real estate management consultation; Real estate financing services; Real estate investment trust services; Securities trading and investing services for others via the internet; Trade credit services, namely, financing services and lines of credit for business customers; Trust services, namely, investment and trust company services