Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, 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; banking services; credit card and debit card services; check processing 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 by telephone, by electronic means, and via a global communications network; administration of employee pension plans; financial planning; insurance services, namely, brokerage in the field of life insurance; cash management account services; fixed income investment services; electronic fund 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 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 via a global computer network

EDUCATIONAL SERVICES, NAMELY, CONDUCTING SEMINARS AND WORKSHOPS IN THE FIELDS OF INVESTMENT, FINANCE, FINANCIAL PLANNING, PORTFOLIO MANAGEMENT, RETIREMENT PLANNING, MONEY MANAGEMENT, INVESTMENT STRATEGY, AND ASSET ALLOCATION