| Goods and Services | Investment banking services; financial asset management; fixed income and equity trading in securities; financial consultation; municipal finance banking; securities underwriting and innovative structures for tax-exempt commercial paper and exchangeable offerings, namely, providing loans secured by commercial paper; guarantee assurance underwriting; financial investment services, namely, administering the issuance, underwriting and distribution of securities; financial advisory and consultancy services; financial portfolio management; financial planning and investment advisory services; funds investment; hedge fund investment services; mutual funds and capital investment; ETFs, namely, exchange-traded funds investment; investment of funds for others in the fields of equity index funds, active equity funds, fixed income products, multiple 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; financial services, namely, wealth management services; financial asset management services; providing financial and financial investment information; news reporting services in the field of financial and financial investment news; financial research and financial investment research; providing online searchable financial and financial investment databases, all for use by investors in the trading and analysis of investments; financial consulting and financial planning, via a global computer network; providing information and analysis in the field of financial investments; providing personalized financial 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 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 financial 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; fund 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; financial investment brokerage services provided electronically and via global information networks, namely, electronic financial trading in securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; financial investment advice and financial 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 that feature an interest bearing feature for cash between investments, access to cash, and margin loans; investment brokerage and investment portfolio management services; financial investment account information services; investment fund management; annuity investment services, namely, investment management of and distribution of annuities; investment advisory services, namely, managed account services; debit card services, namely, debit card transaction processing services and 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; banking services, namely, 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, namely, trust management accounts and financial administration of investment accounts; 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, financial investment and investment strategy; 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 |
| Goods and Services | Strategic business planning advisory services; business risk assessment consulting services; business merger and acquisitions assessments, go to market strategies, and geopolitical business risk and business risk mitigation consulting; geopolitical issue analysis for businesses; business risk management in the field of cybersecurity; holding company services performed for third parties, namely business administration; marketing services for tax-exempt commercial paper and exchangeable offerings; providing information and analysis in the fields of economics and business; 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 U.S. 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 |
