Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; Downloadable software for providing financial and investment information, financial and investment news, and financial and investment research; downloadable software for maintaining financial and investment databases; and printed materials, namely, booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics.

Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management; and investment services, investment advice and management services, and brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Financial planning and portfolio management services; Banking services; Insurance brokerage services; Annuity investment services; Providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; Providing an interactive online computer database in the field of financial portfolio management, investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, financial planning, 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 electronic means, by phone and by online means in the field of investment account information and financial research; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading for all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; portfolio management services provided via electronic communication networks; provision of news, information research, databases, and analysis in the fields of investing, finance, financial planning, and economics via electronic communication networks; 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; check writing and bill payment services; cash management account services; fixed income investment services; payment services and fund transfer services; and educational services, namely, conducting seminars and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; Downloadable software for providing financial and investment information, financial and investment news, and financial and investment research; downloadable software for maintaining financial and investment databases; and printed materials, namely, booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics.

Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management; and investment services, investment advice and management services, and brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; financial planning and portfolio management services; banking services; insurance brokerage services; annuity investment services; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing an interactive online computer database in the field of financial portfolio management, investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, financial planning, 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 electronic means, by phone and by online means in the field of investment account information and financial research; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading for all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; portfolio management services provided via electronic communication networks; provision of news, information research, databases, and analysis in the fields of investing, finance, financial planning, and economics via electronic communication networks; 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; check writing and bill payment services; cash management account services; fixed income investment services; payment services and fund transfer services; and educational services, namely, conducting seminars and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Downloadable software for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities, namely, stocks, bonds, mutual funds, money market funds, currencies, commodities, futures, options, indices of any of them, and any other investment vehicles; downloadable software for providing financial and investment information, financial and investment news, streaming quotes, and financial and investment research; Downloadable software for maintaining financial and investment databases.

Providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing an interactive online computer database in the field of financial portfolio management, investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, financial planning, 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 electronic means, by phone and by online means in the field of investment account information and financial research; provision of news, information research, streaming quotes, databases, and analysis in the fields of investing, finance, financial planning, and economics via electronic communication networks; brokerage services and investment services provided electronically and via the Internet, namely, electronic trading in securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, currencies, indices of any of them, and any other investment vehicles; providing financial and investment information, financial and investment news, financial and investment research, streaming quotes, financial and investment education, financial and investment tools, financial and investment databases, all for use by investors in the trading and analysis of investments, finances, and financial planning via the Internet; brokerage services and investment services, namely, trading in securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, currencies, indices of any of them, and any other investment vehicles; providing financial and investment information, financial and investment news, financial and investment research, streaming quotes, financial and investment education, financial and investment tools, financial and investment databases, all for use by investors in the trading and analysis of investments, finances, and financial planning; portfolio management services provided via electronic communication networks; 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; check writing and bill payment services; cash management account services; payment services and fund transfer services; providing on-line chat rooms for transmission of messages, including voice, text, and images, among computer users concerning the trading and analysis of investments, finances and financial planning, securities, namely, stocks, bonds, mutual funds, money market funds, currencies, commodities, futures, options, indices of any of them, and any other investment vehicles; providing on-line chat rooms for transmission of messages, including voice, text, and images, among computer users concerning financial and investment information, financial and investment news, and financial and investment research, the financial securities market, real-time market analysis, and technical and fundamental analysis; education services, namely, providing in person and on-line interactive training sessions for investors in the field of trading in all forms of securities, namely, stocks, bonds, mutual funds, money market funds, currencies, commodities, futures, options, indices of any of them, and any other investment vehicles; education services, namely, providing in person and on-line interactive training sessions for investors in the field of financial and investment information, financial and investment news, financial and investment research, the financial securities market, real-time market analysis, technical and fundamental analysis; education services, namely, providing in person and on-line interactive training sessions for investors in the field of the trading and analysis of investments, finances and financial planning; providing temporary use of non-downloadable software for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities, namely, stocks, bonds, mutual funds, money market funds, currencies, commodities, futures, options, indices of any of them, and any other investment vehicles; providing temporary use of non-downloadable software for providing financial and investment information, financial and investment news, and financial and investment research; providing temporary use of non-downloadable software for maintaining financial and investment databases.

Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; Downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; Downloadable software for providing financial and investment information, financial and investment news, and financial and investment research; Downloadable software for maintaining financial and investment databases; and printed materials, namely, booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics.

Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management; and investment services, investment advice and management services, and brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Financial planning and portfolio management services; Banking services; Insurance brokerage services; Annuity investment services; Providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; Providing an interactive online computer database in the field of financial portfolio management, investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, financial planning, 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 electronic means, by phone and by online means in the field of investment account information and financial research; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading for all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; portfolio management services provided via electronic communication networks; provision of news, information research, databases, and analysis in the fields of investing, finance, financial planning, and economics via electronic communication networks; 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; check writing and bill payment services; cash management account services; fixed income investment services; payment services and fund transfer services; and educational services, namely, conducting seminars and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for electronic trading in all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; Downloadable software for providing financial and investment information, financial and investment news, and financial and investment research; downloadable software for maintaining financial and investment databases; and printed materials, namely, booklets, newsletters, research reports, workbooks, leaflets, brochures, pamphlets, and periodical publications, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics.

Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management; and investment services, investment advice and management services, and brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; financial planning and portfolio management services; banking services; insurance brokerage services; annuity investment services; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing an interactive online computer database in the field of financial portfolio management, investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance, financial planning, 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 electronic means, by phone and by online means in the field of investment account information and financial research; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading for all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, money market funds, and indices of any of them; portfolio management services provided via electronic communication networks; provision of news, information, research, databases, and analysis in the fields of investing, finance, financial planning, and economics via electronic communication networks; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; check writing and bill payment services; cash management account services; fixed income investment services; payment services and fund transfer services; and educational services, namely, online interactive training sessions and conducting seminars and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation.

Providing financial information and analysis in the field of investments.

Providing financial information and analysis in the field of investments

Providing information and analysis in the field of financial investments, via the internet.

Printed materials, namely newsletters, booklets, brochures, printed instructional and teaching materials, worksheets, and workbooks, all in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation; periodical publications, namely magazines and journals, in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation.

Printed materials, namely brochures, in the fields of investment, finance, portfolio management, retirement planning, investment strategy and asset allocation.

Computer software for use by investment managers for investment portfolio management, for accounting, client reporting, automated client communications management, and performance tracking; computer software for securities trading for use by investment advisors and investment management firms.

Data management services for others; preparation and online delivery of customer account reports for others; data processing services for others; business information management in the fields of financial portfolio management and investment advice; computerized database management in the fields of financial portfolio management and investment advice; business consultation services provided to investment advisors in the fields of client management and communications, electronic commerce, and investment strategy, development, and marketing.