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 planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Trust services, namely, investment and trust company services

'advic':37 'advisori':32 'aspect':50 'bond':14 'brokerag':8 'commod':16 'compani':59 'field':11,40 'financ':42 'financi':1,28,43,45,49 'fund':25 'futur':17 'inform':35 'invest':3,23,31,44,56 'manag':6 'name':5,55 'option':15 'other':27 'plan':29 'provid':34 'retir':52 'secur':20 'servic':4,33,54,60 'stock':13 'trust':53,58 'valuat':46

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