36 FINANCIAL INVESTMENT IN THE FIELDS OF STOCKS, BONDS, CURRENCY, INCLUDING FOREIGN CURRENCY, AND REAL ESTATE MARKETS ON BEHALF OF OTHERS; MUTUAL FUND BROKERAGE, NAMELY, THE ESTABLISHMENT, MANAGEMENT, ADMINISTRATION, AND DISTRIBUTION OF MUTUAL FUNDS; FINANCIAL PLANNING SERVICES, NAMELY PROVIDING ADVICE CONCERNING FINANCIAL PLANNING, INVESTMENT ANALYSIS, AND THE IMPLEMENTATION AND MANAGEMENT OF FINANCIAL PLANS; INSURANCE AGENCY AND BROKERAGE SERVICES; INVESTMENT BROKERAGE, NAMELY, ISSUING OF INVESTMENT CONTRACTS PERTAINING TO GUARANTEED INVESTMENT CERTIFICATES, ANNUITIES, REGISTERED RETIREMENT SAVINGS PLANS, INVESTMENT FUNDS; MORTGAGE LENDING SERVICES, ON RESIDENTIAL, COMMERCIAL AND INDUSTRIAL PROPERTIES; INVESTMENT BROKERAGE AND INVESTMENT MANAGEMENT SERVICES, NAMELY THE SERVICE OF DISTRIBUTION OF MUTUAL FUNDS, ANNUITIES, GUARANTEE INVESTMENT CERTIFICATES, REGISTERED RETIREMENT SAVINGS PLANS, INVESTMENT FUNDS; INVESTMENT MANAGEMENT AND ADMINISTRATION OF PENSION PLANS; ESTABLISHING, ADMINISTRATION AND MANAGEMENT OF EMPLOYEE BENEFIT PLANS, INCLUDING GROUP INSURANCE, DEFERRED PROFIT SHARING PLANS, PENSION PLANS, GROUP SAVINGS PLANS, AND GROUP REGISTERED RETIREMENT SAVINGS PLANS, AND PENSION PLANS FOR SHAREHOLDERS; TRUSTEE SERVICES FOR REGISTERED RETIREMENT SAVINGS PLANS, REGISTERED EDUCATION SAVINGS PLAN, REGISTERED RETIREMENT INCOME FUNDS, AND OTHER MUTUAL FUNDS, CHARITABLE ANNUITIES, CHARITABLE FOUNDATION TRUSTS, AND TAX EXEMPT TRUSTS