Brokerage services in the fields of securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options; financial investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures and stock options; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of securities, stocks, bonds, mutual funds, money market funds, commodities, futures and stock options; securities brokerage account services that include interest bearing for cash between investments, access to cash and margin loans; credit card debit card services; checking account services; annuity investment services; financial investment in the field of variable insurance; retirement plan services including trustee services and retirement plan recordkeeping services; trust company custody services; financial planning; insurance brokerage; cash management account services; investment services in the field of fixed income securities; bill payment services; electronic fund transfer; providing information and analysis in the fields of finance, economics, investment, business, financial planning and investment strategy; providing portfolio management tools, decision-making tools, and investment research tools, namely, tools for monitoring investment market value and performance of investments, tools for analyzing investment performance, tools for evaluating asset allocation, risk tolerance, alternatives plan, investing timeframe and investment alternatives plan; providing investment account information by phone; financial research; 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; portfolio management tools, decision-making tools, and investment research tools, namely, tools for monitoring investment market value and performance of investments, tools for analyzing investment performance, tools for evaluating asset allocation, risk tolerance, alternatives plan, investing timeframe and investment alternatives plan; 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

Education services, namely conducting classes in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation