Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; Investment services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; Investment consultation and management in the fields of financial securities, stocks, bonds, mutual funds, money market 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 services and bill payment services; Variable annuity services, namely, underwriting, administration, and distribution of variable annuity investments; Investment account information services, namely, providing brokerage account and investment account information in person, by telephone, by electronic means, and via a global communications network; Administration of employee benefit plans; Financial planning services; Insurance services, namely, brokerage in the field of life insurance; Cash management account services; Fixed income investment services; Electronic funds transfer services; Providing financial planning and investment strategy information and analysis services; Providing financial planning and investment strategy information and analysis services via a global communications network; Providing financial portfolio management services; Providing financial portfolio management services via a global communications network; Providing a website containing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the analysis of investments, finances, and financial planning

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