TAXM

Class [036]
Financial services, namely, investment advisory, investment management, asset management, portfolio management, investment brokerage, securities brokerage, investment consultation, wealth management, and financial planning services, all the aforesaid services also available via the Internet; financial and investment services, namely, financial investment advisory and financial investment management in the field of securities, hedge funds, private equity funds, wrap fee programs, separately managed accounts, variable annuity programs, stocks, bonds, commodities, derivatives and debt investment, and limited partnerships; financial analysis and research services; consulting and information concerning financial investments; investment fund transfer services, namely electronic transfer of funds; investment fund transaction services, namely clearing and execution of financial securities transactions; financial securities custody services, namely, maintaining possession of financial securities assets for others for financial management purposes; Investment fund management; investment of funds and financial assets for others; capital investment services; financial transaction services, namely, clearing and reconciling financial transactions; financial services, namely, mutual fund advisory and investment management services, mutual fund distribution services, mutual fund underwriting and administration services, and variable annuities investment services; clearing of financial transactions; financial asset management, namely maintaining assets and securities for others, and confirming and tracking financial transactions for others; variable insurance investment services; financial trust planning and management services; estate trust planning and management services; Financial planning for retirement; real estate investment services; trust advisory services; real estate investment trust management services.