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, money market funds, bonds, mutual 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 that feature an interest bearing feature for cash between investments, access to cash, and margin loans; providing financial planning and investment strategy information and analysis services; providing financial information and analysis in the fields of finance, economics, investment, business, financial planning and investment strategy; providing brokerage account information via multiple communication channels, namely, via the telephone and via a global computer information network; providing an on-line electronic database in the fields of portfolio management services, portfolio management tools, account information, 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, alternative plan investing timeframe and investment alternative planning; providing an on-line electronic database in the fields of financial research, financial analysis, investing, finance, and financial planning; financial information provided via multiple communication channels, namely, via the telephone and via a global computer information network; providing a web site of information about financial and investment news, financial and investment research, databases, and analysis in the fields of investing, finance, financial planning, and investment strategy

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, and distributing course materials in connection therewith