Mutual fund investment services; retirement fund investment services; investment management services; financial planning; securities brokerage services; money management; financial analysis; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; research in the field of investments and finance; securities brokerage services provided to holders of stock options; financial services, namely, agency services in the field of securities; financial market information services, namely, compiling and providing information regarding securities; providing personalized investment information by electronic mail; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development and management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others