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.

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.

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

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.

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.

Financial tools and references, namely: computer software and CD-ROMs for use in the field of investing; and books, 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; investment fund management; retirement planning and retirement plan administration services; holding of securities and other investments in trust; holding of deposits and extending credit; transferring of funds and bill payment; credit card and debit card services; annuity and fixed income investment services; and insurance services.

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

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

Printed reports in the field of financial investments.

Providing information and analysis in the field of financial investments.