lnsurance services;
financial services;
real estate services;
insurance underwriting, administration and agency services in the fields of life, health, property and casualty, disability, long term care, and annuities;
pension fund and retirement plan management services, namely, investment of pension and retirement funds for others, and administration of employee pension and retirement plans;
mutual fund and unit investment trust brokerage, distribution and investment services;
investment advisory and management services;
asset management services;
financial planning services;
investment banking services;
commercial banking services;
investment consultation services;
investment brokerage services;
securities brokerage and underwriting services;
commodities brokerage and underwriting services;
credit card and debit card services;
financial, tax and estate planning services;
providing financial, insurance and real estate information by electronic means;
loan financing services;
mortgage financing services;
home equity loans;
investment consultation services;
real estate brokerage, real estate leasing and real estate management services;
and real estate investment services;
research services in the fields of finance, insurance and real estate;
administration, underwriting and marketing of real estate funds;
managing real estate investments on behalf of third-party investors