financial services, namely, financial planning; financial advisory services; financial management services; customized financial management; asset management; investment management; investment consultation; fund investment services; online fund investment services; investment brokerage services; online investment brokerage services; money market account services; mutual fund administration and brokerage services; trust services, namely, investment services and trust company services; record keeping and reporting services, namely, safekeeping, investing and managing assets, executing and settling securities trades, corporate financial action reporting and management, financial transaction processing, tracking and reporting financial account, asset and financial transaction information, online financial account services, preparing account statements and summaries; retirement planning; college tuition planning; fund investment services in the nature of providing individual retirement accounts, 529 education savings plans, and Uniform Gifts to Minors Act accounts; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing on-line financial calculators; investment management and distribution of annuities; providing information in the fields of finance, investments, asset management, and financial planning, via the internet, global networks, telephone, facsimile and/or any other means