Financial investment management; providing stock market information; financial and investment services, namely, management and brokerage in the fields of stocks; financial and investment services, namely, management and brokerage in the fields of dollar-based investing and fractional shares; stock brokerage services, namely, management, purchase and sale of fractional shares of stocks via the internet.

Financial services, namely, investment advice, investment management, and investment consultation; financial investment services, namely, providing a service for gifting of capital to others for capitalizing investment brokerage accounts; financial services, namely, administration of transactions involving transfer of cash to set up investment brokerage accounts.

Customized personal financial, investment management, and advisory services, namely, providing information, analysis, and advice in the field of finance, financial investments, retirement planning; investment consultation and management.

Customized personal financial, investment management, and advisory services, namely, providing information, analysis, and advice in the fields of finance, financial investments, retirement planning, retirement savings, and retirement fund distribution, budgeting, banking, borrowing, education savings planning, college savings planning, estate planning, and financial risk management and insurance planning; investment consultation and financial administration for retirement plans; all by means of a global computer network, by wireless mobile devices, and by telephone.

Motion picture films about financial independence, personal growth, and professional achievement.

Providing online non-downloadable audio-visual content in the nature of documentaries namely, non-downloadable videos in the field of financial independence, personal growth, and professional achievement; film distribution

Software for retirement planning and financial planning; computer software for producing investment models; 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.

Financial services, namely, retirement planning services; financial planning, investment and consulting services for retirement and retirement income; financial planning for retirement; financial retirement plan consulting services; financial asset management; financial planning and investment advisory services; financial portfolio management; 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; investment brokerage; investment consultation; investment management; investment advice; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone.

Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; financial analysis; financial planning; financial consultation in the field of investment of funds of others; financial management; investment brokerage; investment consultation; investment management; investment advice; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone.

Providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial investment accounts; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software that features information in the field of financial investments; providing temporary use of online, non-downloadable interactive software for establishing managed personal investment accounts; providing temporary use of online non-downloadable interactive financial planning software.

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.

Financial investment brokerage and investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of financial investments via global electronic networks; providing information regarding investment account activity via global electronic networks.

Software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments.

Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing investment advice, analysis and consultation services; financial analysis; financial advisory services relating to investments; financial planning; financial analysis consultation services; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; retirement fund investment; providing personalized investment information, investment account management and securities brokerage services, all by means of a global computer network, by wireless mobile devices and by telephone.

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; providing temporary use of online non-downloadable interactive financial planning software.