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 and management 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 includes an interest bearing account for cash between investments, access to cash and margin loans; credit card and debit card services; check writing and bill payment services; investment account information services, namely, providing investment account information by phone, via an electronic interactive voice response system, and by online means, and providing investment account information in the form of consolidated statements; cash management account services; providing financial portfolio management services; providing an online interactive computer database in the field of portfolio management, financial decision making, investment research analysis, monitoring investment market value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans, and investment time frames; providing online news, information, research, and financial analysis in the fields of investing, finance, and financial planning; providing online news, information, research, and financial analysis in the fields of government, economics, business, and current events that relate to financial planning and investing

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