Computer software for use in executing trades of investment funds, securities and bonds, software for use in generating investment account reports; computer software for the monitoring and management of investment portfolios; computer software for managing, storing and reporting financial information to others via electronic communications and computer networks; computer software for conducting credit searches and assessing stocks

Financial services, namely, providing current and historical information regarding financial markets, investment opportunities, stocks, options, futures, commodities, bonds, mutual funds and providing financial information regarding publicly-traded companies via electronic communications and computer networks; mutual fund brokerage services; securities brokerage services; insurance brokerage services in the field of business and accident insurance; credit searches; mutual fund management services; banking services; investment account management and consultation services; electronic funds transfer services; financial investment and financial portfolio management services provided via the internet and intranets; providing information in the fields of finance, investment and economics; determining the investor profile of customers through the use of questionnaires, investment portfolio management and monitoring tools, and account information managing, storing and reporting financial information to customers