Computer software for use in electronic trading of securities and portfolio management in the field of finance and investment.

Printed materials, namely booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications pertaining to investments, and printed reports providing information and analysis in the field of investing.

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 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.

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.

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.

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.

Credit card services; providing cash rebates for credit card use, as part of a customer loyalty program, which will be deposited into cardholder investment accounts.

Financial research; providing investment advice and analysis services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; estate planning; estate trust planning; financial planning for retirement; financial trust planning; financial services, such as wealth management services.

Educational services, namely, workshops, seminars, and conferences in the fields of investment and finance; providing online, non-downloadable webcasts in the fields of finance and investments.

Providing trading compliance services in the nature of monitoring, tracking, analyzing, reporting and pre-clearing employee financial securities trades, all for securities regulatory compliance purposes; providing online, non-downloadable software for pre-clearing financial securities trade requests; providing online, non-downloadable software for monitoring, tracking, analyzing, reporting and pre-clearing employee financial securities trades