Downloadable electronic publications, namely, brochures, reports and newsletters in the fields of financial planning and financial analysis, economics, investment strategy, namely, futures markets and futures trading.

Accounting services in the field of futures trading and portfolios; administration and reconciliation of futures trading accounts on behalf of others; administrative and record keeping services, namely, account holder record keeping services for business and account management purposes.

Downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing

Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments; Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; providing temporary use of online, non-downloadable interactive software that features news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts

Information and analysis in the fields of financial trading, investments, financial research, personal finance, financial planning and investment strategy

Downloadable electronic publications in the nature of written articles, newsletters, reports and infographics in the fields of wealth management, investment strategy, financial planning, current events, government, economics and U.S. and international financial markets; Written articles, newsletters and reports in the fields of wealth management, investment strategy, financial planning, current events, government, economics and U.S. and international financial markets

Providing a website featuring blogs, webcasts, podcasts and non-downloadable publications in the nature of articles, newsletters and reports in the fields of wealth management, investment strategy, financial planning, current events, government, economics and U.S. and international financial markets; educational services in the nature of videos, conferences and seminars provided live and on-line via a global communications network in the fields of wealth management, investment strategy, financial planning, current events, government, economics and U.S. and international financial markets

Downloadable software, namely, computer software and mobile applications for conducting account transactions, securities trades, research, analysis and portfolio management activities, all in the fields of finance and investments; downloadable software, namely, computer software and mobile applications for accessing, viewing, downloading, sharing, managing and saving account data, news, research and information in the fields of finance and investing; downloadable software, namely, computer software and mobile applications for allowing clients to call a financial services representative and to send feedback via electronic communications directly with a financial services representative.

Downloadable electronic publications, namely, brochures, newsletters, reports and instructional and teaching materials in the fields of investments, finance, business, financial planning, portfolio management, retirement planning, money management and asset allocation.

Online downloadable publications in the nature of periodical publications pertaining to financial trading, personal finance, financial research, investments, financial planning, and investment strategy.

Financial services, namely: brokerage services in the field of securities, stocks, bonds, money market funds, mutual funds, stock options, exchange traded funds, and indices of financial securities; investment research, information, advice; retirement planning; investment account services; margin account services; and fixed income investment services.

Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Securities brokerage account services that feature an interest bearing feature for cash between investments, electronic cash transactions, and margin loan services; debit card services; Check processing and bill payment services; Annuity investment services; Financial investment in the field of variable insurance; Financial information provided by electronic means; Administration of employee pension plans; Financial planning; Insurance brokerage; Cash management account services; Fixed income investment services; Electronic funds transfer; Providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; Providing portfolio management services; Providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; Providing information by phone and by online means in the field of investment account information and financial research. Providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, and financial planning; and Educational services, namely, conducting seminars, classes, conferences, and workshops in the fields of financial investments, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Financial tools and references, namely: computer software, CD-ROMs, and wireless electronic devices for use in the field of investing; books, brochures, reports, newsletters and periodicals relating to investing.

Investment fund management; investment research, information, advice, and analysis services; and providing stock quotes, alerts and other financial news via telecommunications and the internet; retirement planning and retirement plan administration services; holding of securities and other investments in trust; holding of deposits and extending credit; annuity and fixed income investment services; estate and trust planning services; trust, corporate, partnership, investment club and investment account services; margin account services; insurance services; providing automated access to stock quotes; providing automated alerts; analysis services; internet and wireless stock trading; financial planning services; option account services; subscription services for initial public offerings; providing technical analysis via telecommunications and the internet; in house mutual fund management; tax planning services; investment research and providing access to stock screener tools; brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options and indices of any of them; investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account services including an interest bearing feature for cash between investments, access to cash and margin loans; credit card and debit card services; cheque writing and bill payment services; investment account information services, namely, providing investment account information by phone, via an electronic interactive voice response system, and by online means, and providing investment account information in the form of consolidated statements; cash management account services; providing portfolio management services, portfolio management analysis tools, decision making analysis tools, and investment research analysis tools, namely, analysis tools for monitoring investment market value and performance of investments, analysis tools for analyzing investment performance, analysis tools for evaluating asset allocation, risk tolerance, alternatives plan, investing timeframe, and investment alternatives plan; providing news, information, research, databases and analysis in the fields of investing, finance, and financial planning; providing news, information, research, databases and analysis in the fields of government, economics, business, and current events that relate to financial planning and investing; educational services, namely, conducting classes, seminars, workshops, and conferences in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Newsletters and/or electronic newsletters in the fields of financial investment services and mutual fund services.

Financial services, namely, providing information regarding mutual funds and mutual fund accounts for mutual fund companies by means of a global computer network, providing information and tools for financial evaluation and financial planning regarding fund accounts by mutual fund companies; financial portfolio management services; financial research; financial analysis and consultation.

Printed reports in the field of financial investments.

Providing information and analysis in the field of financial investments.