COLONIAL WEALTH MANAGEMENT

Owners

Goods & Services

FINANCIAL SERVICES IN THE NATURE OF A NON-DEPOSIT INVESTMENTS PRODUCT, NAMELY SECURITIES AND BROKERAGE SERVICES, IN THE FIELD OF STOCKS, MUTUAL FUNDS, VARIABLE ANNUITIES, FIXED ANNUITIES, EQUITIES, FIXED INCOME INVESTMENTS, AND OTHER BROKER-DEALER PRODUCTS AND BROKER-DEALER SERVICES; EACH OF THESE ALSO OFFERED OVER A GLOBAL COMMUNICATIONS NETWORK; FINANCIAL SERVICES, NAMELY, FINANCIAL ANALYSIS, FINANCIAL CONSULTATION, FINANCIAL MANAGEMENT, FINANCIAL PLANNING, FINANCIAL PORTFOLIO MANAGEMENT, FINANCIAL RESEARCH, FINANCIAL SERVICES IN THE NATURE OF AN INVESTMENT SECURITY, FINANCIAL INVESTMENT IN THE FIELD OF SECURITIES; INVESTMENT SERVICES, NAMELY, INVESTMENT ADVICE, INVESTMENT CONSULTATION, INVESTMENT MANAGEMENT; ESTATE PLANNING SERVICES; BROKERAGE SERVICES, NAMELY, BROKERAGE IN THE FIELD OF STOCKS, COMMODITIES; ASSET MANAGEMENT SERVICES; CREDIT INQUIRY AND CONSULTATION; MORTGAGE LENDING SERVICES, MORTGAGE BANKING SERVICES; SAVINGS AND LOAN SERVICES, AND COMMERCIAL AND CONSUMER LENDING SERVICES; MORTGAGE INVESTMENT SERVICES, MAINTAINING MORTGAGE ESCROW ACCOUNTS, MORTGAGE BROKERAGE, BANKING SERVICES; DEBIT CHECK CARD SERVICES, REAL ESTATE TRUSTEE SERVICES, TRUST MANAGEMENT SERVICES, AND ESTATE TRUST MANAGEMENT SERVICES