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, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment advice 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; debit card services; banking services; check writing and bill payment services; variable annuity services; investment account information services; financial planning services; insurance services; cash management account services; fixed income investment services; payment services and fund transfer services; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing access to portfolio management services and tools and/or account information; providing access to decision-making tools and investment research tools; providing access to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government, and economics; providing access by electronic communication networks to portfolio management services and tools and/or account information; providing access by electronic communication networks to decision making tools and investment research tools; providing access by electronic communication networks to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government, and economics; educational services in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Educational services, namely, conducting classes, seminars, conferences, and workshops, in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Investment related communications services, namely providing confirmations of securities trades via a global computer network.

Printed materials, namely books, brochures, reports, newsletters and periodicals relating to investing.

Financial services, namely providing information and analysis in the field of financial investments.

Educational services, namely, providing online courses of instruction, classes, seminars and workshops in the fields of financial investment, investing fundamentals, mutual funds, stocks, bonds, financial planning, portfolio management, retirement planning, money management, investment strategies and asset allocation, all via a global computer network.

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

Financial and investment services, including: 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, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment advice 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; debit card services; check writing and bill payment services; investment account information services; cash management account services; fixed income investment services; payment services and fund transfer services; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing access to portfolio management services and tools and/or account information; providing access to decision-making tools and investment research tools; providing access to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government, and economics; providing access by electronic communication networks to portfolio management services and tools and/or account information; providing access by electronic communication networks to decision making tools and investment research tools; providing access by electronic communication networks to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government, and economics; educational services in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Financial tools and references, namely: computer software and CD-ROMs for use in the field of investing; and printed materials, namely books, booklets, brochures, leaflets, newsletters, periodical publications, printed instructional and teaching materials, printed reports, work sheets, work books, and research reports, relating to investment, financial planning, and the use of electronic network tools and services.

Financial services, namely: investment services; brokerage services in the field of securities and other investments; investment research, information, advice, and analysis services; investment fund management; retirement planning and retirement plan administration services; holding of securities and other investments in trust; holding of deposits and extending credit; chequing, transferring of funds and bill payment services; credit card and debit card services; annuity and fixed income investment services; estate and trust planning services; trust, corporate and investment account services; margin account services; automated investment brokerage services; providing automated access to stock quotes; providing automated access to account information; providing automated alerts; providing automated access to financial information, business news, market data and information in the fields of financial management and investment; insurance services; providing access by electronic communication networks to portfolio management services and tools and/or account information; providing access by electronic communication networks to decision making tools and investment research tools; providing access by electronic communication networks to news, information, research, databases, and analysis in the fields of investing, finance, financial planning, business, current events, government, and economics; educational services in the fields of investment, finance, economics, business, financial planning, porfolio management, retirement planning, money management, investment strategy, and asset allocation.

Books, brochures, reports, newsletters, periodicals, and computer software and CD-ROMs for use in the field of investing.

Brokerage services in the field of securities and other investments; retirement planning services; investment research, information, advice and education services.

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

Financial services, namely, brokerage services in the field of securities and other investments; investment research, information, advice, and education services; transferring of funds and bill payment, credit card and debit card services; annuity services, insurance services; holding of securities and other investments in trust; holding of deposits and extending credit; estate and trust planning services; investment fund management; retirement planning and retirement plan administration services; trust, corporate and investment account services; margin account services; fixed income investment services; automated investment brokerage services; providing automated access to stock quotes, and providing automated access to account information; providing automated alerts; providing automated access to financial information; business news, market data and information in the fields of financial management and investment.

Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment advice in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account services that feature an interest bearing feature for cash between investments, access to cash, and margin loans; providing investment strategy information and analysis services; providing investment strategy information and analysis services via a global communications network; providing a website containing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the analysis of investments, finances, and financial planning; automated investment brokerage services providing automated stock trades via a wireless communications system; providing automated stock, mutual fund, and option quotes via a wireless communications system; providing automated financial information, business news, market data, and information in the fields of personal financial mangement and investment via a wireless communications system; brokerage services in the field of certificates of deposit; investment advice in the field of certificates of deposit; providing financial information relating to yields of certificates of deposit by telephone and via a global computer network; providing information relating to the availability of certificates of deposit via a global communications network.