36 Advice relating to investments; Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; Agencies in the field of bonds and other securities; Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Annuity underwriting; Assuming financial risk of others by entering into options and swaps; Brokerage in the field of life insurance and annuities; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Business finance procurement services; Business liquidation services; Business, stock option and pension valuation services; Capital investment consultation; Cash management; Commodity investment advice; Credit and financial consultation; Electronic cash transactions; Electronic financial service for the purchase of savings bonds; Equity capital investment; Estate planning; Estate trust management; Financial administration of retirement plans; Financial analysis and consultation; Financial clearing houses; Financial consultation; Financial due diligence; Financial evaluation for insurance purposes; Financial exchange; Financial forecasting; Financial guarantee and surety; Financial information in the nature of rates of exchange; Financial information processing; Financial information provided by electronic means; Financial investment in the field of securities and real estate; Financial loan consultation; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services in the field of money lending; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely money lending; Financial services, namely providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely providing on-line stored value accounts in an electronic environment; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, savings programs for youths; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial sponsorship of Society Events; Financial trust operations; Financial valuation of personal property and real estate; Financially-guaranteed financing; Fund investment consultation; Funds investment; Hedge fund investment services; Insurance actuarial services; Insurance administration; Insurance administration in the field of life insurance and annuities; Insurance agencies; Insurance agencies in the field of life insurance and annuities; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage in the field of life insurance and annuities; Insurance carrier services; Insurance consultation; Insurance underwriting in the field of life insurance and annuities; Insurance underwriting services for all types of insurance; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment clubs; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Land acquisition, namely, real estate brokerage; Leveraged buy outs and investments in financially distressed or underperforming companies; Life insurance brokerage; Life insurance underwriting; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Mortgage brokerage; Mortgaging of securities for others; Mutual fund investment; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Providing on-line financial calculators; Providing online information in the field charitable monetary giving through financial and estate planning; Providing stock/securities market information; Real estate investment; Securities arbitrage services; Security brokerage; Stock brokerage; Stock exchange price quotations; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services