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Financial services, namely, investment advice, investment management, and investment consultation; investment advisory services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, mutual funds, futures and other securities, and the investment of funds of others; financial portfolio management; cash management, namely, money market fund account services and checking account services; financial planning for education and retirement; individual retirement account services; estate planning; insurance consulting services in the field of life insurance, disability insurance and annuities