YOUR GOALS. OUR STRATEGY.

Advice relating to investments; Brokerage services for capital investments; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Consulting and information concerning insurance; Equity capital investment; Estate planning; Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial information; Financial information and advisory services; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security. Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; 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, investment fund transfer and transaction services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the U.S. and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust operations; Financial trust planning; Funds investment; Global investment research services; Insurance and financial information and consultancy services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Insurance services, providing premium rate quotes via on-line, telephone and mail means; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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 information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of financial stock and equity markets. Providing investors with financial information; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Provision of a financial exchange for the trading of securities, shares and options and other derivative products; Provision of financial information; Public equity investment management; Strategic financial advisory services; Trust management accounts; Trust services, namely, investment and trust company services