Brokerage and financial planning services, namely,advice and management of financial portfolios, in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of them; Investment research analysis, namely, monitoring investment market value, performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans, and investment time frames; Financial index and derivative development services, namely, the creation of indices and derivatives and providing and updating an index of security values for others and providing rules as to the makeup of the indices, providing investment trust services and providing a collection of stocks that can be traded on the exchange