36 Estate trust management; 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, estate settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Investment management; Charitable foundation services, namely, providing financial assistance for programs and services of others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing financial consultation services to credit union members; Real estate investment trust management services