Computer software for managing investment portfolios; computer software used by financial service providers for contact management; computer software for initiating, processing and tracking financial transactions; computer software for portfolio modeling.; computer software for maintaining, managing and reporting financial information; computer software for use by financial service providers to obtain investment transaction and account information; computer software for use in obtaining access to, and enhancing the user's experience of, an Internet web site which provides news, information and online financial services

Booklets and brochures in the field of investments and financial services.

referral services in the field of investment advice and financial planning; Providing business information to financial service providers by means of an Internet web site, in the field of business marketing; consulting services in the field of marketing financial services; marketing services rendered to members of the financial services industry, namely, creating and designing promotional materials for use by financial service providers and assisting financial service providers to develop their own marketing plans, and to implement their own direct mail campaigns, advertising campaigns and public relations campaigns; personnel placement and recruiting services; promoting public awareness of the need for investment planning.

providing personalized investment information by electronic mail; financial services, namely, agency services in the field of securities; retirement plan administration services; providing financial information in the field of retirement planning; real estate investment services; mutual fund financial information provided by electronic means for subsequent inclusion in printed or online financial publications; money management; administration of employee benefit plans, defined benefit plans, defined contribution plans and employee pension plans; Mutual fund investment services; providing retirement plan sponsors with financial news and information, information about retirement planning, investment account information, and information about mutual fund performance; financial administration and investment management services rendered to non-profit organizations; electronic bill payment; financial administration of credit card accounts; financial analysis; donor advised investment of funds for charitable purposes; risk management services; charitable fund raising services; financial services rendered primarily to states, municipalities and tax exempt organizations, namely, providing financial news and information and investment account information by means of the Internet; real estate management services; providing financial information by electronic means; consulting services rendered to employers with respect to the design and administration of employee benefit plans; financial market information services, namely, compiling and providing information regarding securities; investment management in the field of private placement of securities; research in the field of investments and finance; dissemination of financial information relating to the transition from work to retirement or from one job to another; automated mutual fund clearinghouse services and mutual fund custody services; investment management services; providing financial information about employee stock option plans to participants and potential participants in such plans; financial and actuarial consulting services; insurance brokerage services; financial services, namely, compiling, organizing, managing and reporting user specific financial information by means of the Internet, in the field of investment accounts, bank accounts, credit card accounts, frequent flyer award accounts and other personal financial data; consulting services in the field of insurance; financial planning; retirement fund investment services; investment management in the field of initial public offerings; providing an online database featuring financial information of general interest to investors.; securities brokerage services; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; administration of stock option plans, employer stock purchase plans and directed share programs for others; life insurance and annuity underwriting services; securities brokerage services provided to holders of stock options; automated securities trade execution services; providing online information about securities prices; fund transfer services; loan financing

providing information in the field of financial education to financial service providers by means of an Internet web site. - Education and entertainment services, namely, a web-based non-downloadable continuing video series featuring financial education and insights specific to the Latino Community.; online workshops in the field of investments and financial planning; online newsletters in the field of investments, finance and related subjects; and distributing course materials in connection therewith; Educational services, namely, conducting classes, workshops, seminars and conferences in the field of investments and in the field of marketing financial services