Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; creating, managing and administering investment funds; creating, managing and administering mutual funds; debt restructuring services; estate and trust management services; estate planning; exchange-traded fund management; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial structuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance underwriting; investment fund distribution and administration; investment trust management; life insurance brokerage; life insurance services; life insurance underwriting; loan financing services; loan services; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual funds; pension fund management; pooled fund management; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; securities investment services; securities lending; securities market research services, namely constructing model portfolios of securities; securities portfolio management; securities underwriting; segregated fund management; trading of securities index futures; wealth management