Strategic advisory services: cybersecurity strategy and policy, risk assessment and management, private sector consulting: merger and acquisitions assessments, go to market strategies, geopolitical risk and risk mitigation; geopolitical analysis; cybersecurity risk mitigation; national security strategies; charitable services, namely, employment services, job placement, training, education, and networking for veterans in the field of finance and investing; holding company services performed for third parties

Investment bank; asset management; fixed income and equity trading; financial consultation; municipal finance banking, underwriting, marketing, and innovative structures for tax−exempt commercial paper and exchangeable offerings; underwriting; financial investment services; financial advisory and consultancy services; financial portfolio management; financial planning and investment advisory services; funds investment; fund investment services; mutual funds and capital investment; ETFs; investment of funds for others in the fields of equity index funds, active equity funds, fixed income products, multi−asset funds, separately managed accounts, and money market funds; financial services, namely, trading in commodities, securities, options, futures, equities and fixed income products in the united states and overseas market securities; wealth management services; financial asset management services; direct, personalized, and customized indexing investing services; providing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; providing information and analysis in the field of financial investments; providing personalized investment information, investment account management, and securities brokerage services; investment advisory services; investment consultation; investment management; investment advice; financial planning; financial advice; financial analysis; financial consultation; financial management; retirement fund investment; financial services, namely, retirement planning and retirement plan administration services; financial planning for retirement services, namely, trustee services; providing financial and investment advice, analysis and consultation services; brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, exchange traded funds, commodities, futures, options, and indices of any of them; brokerage services and investment services provided electronically and via global information networks, namely, electronic trading in securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; investment brokerage and investment portfolio management services; investment account information services; investment fund management; annuity investment services; investment advisory services, namely, managed account services; debit card services, namely, debit card transaction processing services, issuing of debit cards; credit card services, namely, credit card verification, credit card authorization services, credit card transaction processing services, issuing credit cards; payment processing services, namely, credit card and debit card transaction processing services; electronic funds transfer services; check writing and bill payment services; monetary affairs, namely, financial information, management and analysis services; trust company custody services, namely, maintaining possession of financial assets for others for financial management purposes; trust and investment account services; margin account services; corporate savings account services; payment services, namely, payment verification services, bill payment services, credit card payment processing services, payment and funds verification services, check payment guarantee services, and fund transfer services, namely, investment fund transfer and transaction services; providing information and analysis in the fields of finance, economics, investment, business, and investment strategy; financial portfolio management; providing financial information via a website; providing financial news, information, research, and analysis services and online searchable databases featuring financial information, analysis and research in the fields of investing and finance; association services, namely, promoting awareness of home loans to veterans; association services, namely, promoting awareness of financial preparedness, real estate transactions, and home loans to veterans, active duty military personnel, veteran and active duty military personnel spouses, veteran and active duty military personnel surviving spouses, and other people eligible for the us department of veterans affairs home loan benefit; association services, namely, promoting the interests of mortgage lenders, real estate agents, insurance brokers and financial services agents

Entertainment and educational services, namely, providing podcasts in the field of social and geopolitical issues; providing online newsletters, brochures, studies and reports in the field of social and geopolitical issues and financial and investment information; education services, namely, providing online workshops in the field of social and geopolitical issues; providing conferences in the field of social and geopolitical issues; organizing and hosting events in the field of social and geopolitical issues