Financial services, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, model portfolios, separately managed accounts, and funds investment; financial services, namely, financial risk management, financial research, financial investment data analysis, financial consultation, and financial information services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; management and investment of funds and assets of others; financial transaction services, namely, clearing financial transactions; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; financial services, namely, providing information relating to investment advisory services, investment management services and financial management via an interactive website and website links; real estate investment services.

Financial services, namely, mutual fund investment management services, mutual fund distribution services, mutual fund administration services, stock brokerage services, clearance services, namely, clearing and settling financial transactions on behalf of others, maintaining assets and securities for others, and confirming and tracking financial transactions for others, insurance investment services, investment advisory and management services, trust and estate planning services, and financial planning services

Financial investment services, namely mutual fund investment management services, mutual fund distribution services, mutual fund administration services, stock brokerage services, insurance investment services, individual and institutional investment advisory and management services and financial planning services

Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services, all the aforesaid services also available via the Internet or a similar electronic network; financial and investment services, namely, investment advisory and investment management and brokerage of securities, hedge funds, private equity funds, wrap fee programs, separate accounts, variable annuity programs, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; financial custodian services, namely, maintaining possession of financial assets for others for financial management purposes; management and investment of funds and assets of others; capital investment services; financial transaction services, namely, clearing and reconciling financial transactions; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services, and variable annuities investment services; clearance services, namely, clearing and settling financial transactions on behalf of others; maintaining assets and securities for others, and confirming and tracking financial transactions for others; insurance investment services; trust and estate planning and management services; retirement planning services; real estate investment and trust advisory and management services

Financial services, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services, all the aforesaid services also available via the Internet or a similar electronic network; financial and investment services, namely, investment advisory and investment management and brokerage of securities, hedge fund investment, private equity fund investment, wrap fee programs, namely, bundled investment management and brokerage services, financial services, namely, a total portfolio offering for high net worth clients consisting of separate accounts for equity and fixed income investments, stocks brokerage, bonds brokerage, commodities brokerage, financial derivatives brokerage and debt investment; financial services, namely, financial research, analysis, consultation, and information services; financial services, namely, investment fund transfer and transaction services; financial management and investment of funds and assets of others; capital investment services; financial transaction services, namely, clearing financial transactions; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services; maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; financial planning for retirement; real estate investment services.

Financial services, namely, investment advisory, investment management, financial asset management, financial portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services; financial and investment services, namely, investment advisory and investment management and brokerage of securities, exchange-traded funds, model portfolios, separately managed accounts, and funds investment; financial services, namely, financial risk management, financial research, financial investment data analysis, financial consultation, and financial information services; financial investment services, namely, creation, operation, management, brokerage and administration of the issuance and distribution of investment funds, exchange-traded funds, investment fund transfer and transaction services; management and investment of funds and assets of others; financial transaction services, namely, clearing financial transactions; financial services, namely, exchange-traded fund advisory and investment management services, exchange-traded fund distribution services, exchange-traded fund underwriting and administration services; maintaining assets and securities for others in the nature of financial management, and confirming and tracking financial transactions for others; financial services, namely, providing information relating to investment advisory services, investment management services and financial management via an interactive website and website links; real estate investment services.