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Insurance; financial affairs; monetary affairs; real estate affairs
banking services; savings account and checking account services; check card services; credit card services; debit card services; mortgage lending services; consumer lending services; commercial lending services; equipment financing services; specialty finance lending services, namely, lending to borrowers who do not fit standard underwriting models; online banking services; automated teller machine services; investment banking services; providing investment and financial information, advice, consultation, management, and brokerage services; securities brokerage services; securities underwriting services; investment advisor services; financial portfolio management services; financial planning services; financial and investment services, namely, mutual fund distribution and transfer agent services; establishing and administering mutual funds for others; mutual fund brokerage and distribution and mutual fund investment services; funds investment; funds investment consultation; financial and investment services, namely, providing asset-backed securities of government sponsored entities, mortgage backed securities, us government securities, us treasury securities, municipal securities, bank certificates of deposit and investment securities backed by consumer loans, commercial loans, mortgage loans, equipment financing loans, and specialty finance loans; insurance services, namely, insurance brokerage and agencies in the fields of property and casualty, home, renters, mortgage, earthquake, flood, boat, life, health, long-term health, disability, pet, accidental death, accidental dismemberment, and credit insurance and annuities; providing charitable grants to educational institutions, students and community organizations; charitable financial sponsorships of non-profit community educational, cultural, theatrical, artistic, musical and sporting events; charitable and philanthropic services concerning monetary donations; charitable and philanthropic services concerning monetary donations in support of educational and community needs; providing educational scholarships; providing interactive websites containing financial information including information relating to the aforesaid services and accounts