Downloadable electronic reports and newsletters in the field of equity research and investment strategies targeted to institutional investors and sophisticated private investors and investment groups

Financial publications, namely, printed financial reports and charts regarding risk, growth, value, and profitability opportunities and analysis of companies

Business management and advisory services; acquisition and merger consultation and advisory services; arranging and conducting business conferences

Banking services; financial management, namely, management of financial and monetary accounts, namely, banking and investment accounts, and management of means of payment therefrom for firms, institutional investors and banks; financial management, namely, management of financial flows of capital in the nature of electronic funds transfers, asset management, fund investment management and financial investment trust management; financial forecasting; financial services, namely, investment banking and institutional banking services; financial management in the nature of assisting others with the completion of transactions and trading in corporate securities; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, derivatives, and other securities, and the investment of funds of others; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities in connection with public offerings; financial advisory services and financial management services in connection with public offerings; security brokerage services; annuity underwriting, namely, equity underwriting and convertible underwriting services; private equity services, namely, financial consultation in the fields of private equity, private equity financial investments, private equity investment funds, and private equity financing; hedge fund investment services

Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of energy; providing on-line newsletters and reports in the field of equity research and investment strategies targeted to institutional investors and sophisticated private investors and investment groups; providing non-downloadable newsletters and reports in the field of equity research and investment strategies targeted to institutional investors and sophisticated private investors and investment groups

Providing temporary use of non-downloadable software for automating and managing secure commercial financial transactions for managed financial accounts, financial securities and financial instruments; providing temporary use of non-downloadable software for use by investors in researching, planning and executing trades of options, futures, stocks, bonds and other securities via the Internet; providing temporary use of non-downloadable software for use in analyzing financial data and generating reports