36
Insurance; financial affairs; monetary affairs; real estate affairs
banking services; financial trust and banking services; depository services related to trust and benefit bank accounts; estate planning services, namely, creating and administering living, testamentary and charitable remainder trusts; estate planning, settlement and financial planning services, namely, financial trust administration; administration of qualified retirement plans, namely, individual retirement accounts, self employed qualified retirement plans, 401(k) plans and other types of qualified and non-qualified retirement plans and money market accounts and money management services; investment management services to individuals, corporate clients and institutional clients, namely, asset acquisition, consultation, development and management services; fiduciary representative services and trust administration; tax financial analysis and consultation; financial services in the nature of an investment security; financial information in the nature of financial forecasting and financial guarantee and surety; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; financial valuation of personal property and real estate; investment services, namely, investment brokerage; capital investment consultation and advice; fund investment consultation; investment consultation; financial investment in the field of securities; funds investment; mutual funds investment; real estate investment services; commodity investment advice; investment advice and investment brokerage; investment clubs; capital investment consultation; investment management; maintaining escrow accounts for investments; investment of funds for others; investment of funds, mutual funds and real estate; investment of trust funds for others; life insurance brokerage, agency, administration, consultation and subrogation services; financial planning for education; financial risk planning for health care, disability, long-term care and life insurance; business successors financial planning; retirement financial planning; administration of educational funding accounts; electronic interactive banking services, internet banking services, telephone banking services, and information services for all for the foregoing provided via a global computer network; management and administration of financial plans, namely, defined benefit plans, profit sharing plans and non-qualified retirement plans; investment management services; corporate trust management and bond transfer agency services; corporate escrow services and custodial services, namely, pension valuation services; institutional investment advisory services; municipal and county government pension services; financial management of hospital and foundation fund services; institutional financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes; estate planning; services as trustee, executor and trust under will, namely, estate management; financial stock and bond portfolio management; and providing information for all the foregoing via global computer networks