Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; Preparation of reports relating to finance and investments; Promoting the portfolios of others by means of providing online portfolios via a website; Promotional services, namely, providing a website featuring the online portfolio of artists to showcase their talent; Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; Providing a financial index in the nature of quantitative measurements for analyzing the performance of energy limited partnerships; Providing and updating a financial index; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond market; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing statistical information and indexes of mortgages, interests, and prices for others; Records management services, namely, document indexing for others

Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment and grants; Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Commodity investment advice; Consultancy of capital investment; Consultation in art as an investment; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments; Financial information provided by electronic means in the field of Bank Portfolios; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of Bank Portfolios; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Leveraged buy outs and investments in financially distressed or under performing companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing venture capital, development capital, private equity and investment funding; Provision of financial information relating to the finance industry involved in environmentally focused investments; Public equity investment management; Real estate funds investment services; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Securities trading and investing services for others via the internet; Trading of securities index futures; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services

Telecommunication services, namely, providing e-mail notification alerts via the internet of rating changes that affect financial portfolios

Providing an on-line computer database in the field of history, namely, providing a searchable history database, focusing on the 15th century forward, including world history, military history, women's history, history of education, and featuring a bibliographic index of world history serial works, full text academic historical journals, periodical articles, reference books, primary source documents, monographs, biographies, images, and related to all aspects of history

Computer services, namely, creating computer network-based indexes of information, websites and resources; Providing a web site featuring technology that enables users to share, bookmark, index, store, collect and showcase content, articles, images, calendars, products, projects, and other information resources in electronic form in the nature and field of Investments

Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities