INVESTMENT BANKING SERVICES; FINANCIAL SERVICES IN THE NATURE OF UNDERWRITING, DISTRIBUTION, AND TRADING OF SECURITIES FOR OTHERS; FINANCIAL SERVICES IN THE NATURE OF MERGER, ACQUISITION, AND RESTRUCTURING; SECURITIES BROKERAGE SERVICES; INVESTMENT RESEARCH SERVICES; INVESTMENT MANAGEMENT AND ADVICE; FINANCIAL SERVICES IN THE NATURE OF TRADING FUTURES, CURRENCIES, OPTIONS, FOREIGN EXCHANGE, AND COMMODITIES FOR OTHERS; FINANCIAL CLEARING HOUSE; SECURITIES CUSTODY SERVICES; PROVISION OF FINANCIAL INFORMATION; ESTATE PLANNING SERVICES; SECURITIES TRUSTEE SERVICES; EMPLOYEE PENSION ADMINISTRATION SERVICES; MUTUAL FUND BROKERAGE, DISTRIBUTION, AND INVESTMENT; DERIVATIVE INVESTMENT SECURITIES BROKERAGE; RISK MANAGEMENT SERVICES; INSURANCE BROKERAGE; INSURANCE ADMINISTRATION IN THE FIELDS OF HOME, VEHICLE, LIFE, ACCIDENT, AND PERSONAL LIABILITY INSURANCE; FINANCIAL PLANNING SERVICES; BANKING SERVICES; CREDIT CARD SERVICES AND ISSUING CREDIT CARDS; BROKERAGE OF INSURANCE FOR CREDIT CARDS; DEBIT CARD SERVICES AND ISSUING DEBIT CARDS; CHECK CARD SERVICES AND ISSUING CHECK CARDS; ADMINISTRATION OF CREDIT CARD INSURANCE, DEBIT CARD INSURANCE, AND CHECK CARD INSURANCE