Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options and indices of financial securities; financial investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options and indices of financial securities; investment advice and investment management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options and indices of financial securities; financial services, namely, securities brokerage account services featuring an interest bearing feature for cash between investments, access to cash, and margin loans; credit card and debit card services; checking account services; variable annuity investment services; variable insurance investment services; investment account information services, namely, providing investment account information by phone, providing investment account i information via an electronic interactive voice response system, by online means, and providing investment account information in the form of consolidated statements; retirement plan financial services, namely, retirement plan portfolio trustee services and retirement plan plan recordkeeping services; trust company custody services; financial planning services; insurance brokerage services; cash management account services; fixed income investment services; providing information and analysis in the fields of finance, economics, investment, business, financial planning and investment strategy; providing portfolio management services, portfolio management software tools, decision-making software tools, and investment research software tools, namely, software tools for monitoring investment market value and performance of investments, software tools for analyzing investment performance, software tools for evaluating asset allocation, risk tolerance, alternatives plan, investing timeframe, and investment alternatives plan; providing via electronic communication networks portfolio management services, portfolio management software tools, decision-making software tools, and investment research software tools, namely, software tools for monitoring investment market value and performance of investments, software tools for analyzing investment performance, software tools for evaluating asset allocation, risk tolerance, alternatives plan, investing timeframe, and investment alternatives plan; providing news, information, research, databases and analysis in the fields of investing, finance, financial planning, and economics via a global computer network

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