| Goods and Services | Administration of employee benefit plans concerning insurance and finance; Advice on finance during retirement; Advisory services relating to credit and debit control, investment, grants and financing of loans; Advisory services relating to mutual funds; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Automated securities brokerage; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services in the field of securities and commodities investing; Cash and foreign exchange transactions; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Cryptocurrency trading services; Currency exchange and advice; Discount securities brokerage services; Electronic financial service for the purchase of savings bonds; Electronic transfer of money; Electronic transfers of money; Estate planning; Fiduciary services, namely, fiduciary representative services; Financial administration of employee pension plans; Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultation; Financial consultation in the field of cryptocurrency; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial data analysis; Financial due diligence; Financial information and advisory services; Financial information and evaluations; Financial information provided by electronic means in the field of Wealth Management, Financial Services, Invetment Management, Brokerage Services, Investment Advisory Services; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment brokerage; Financial management in the field of Wealth Management, Financial Services, Invetment Management, Brokerage Services, Investment Advisory Services; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, conducting a securities and derivatives exchange; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, electronic remote check deposit services; Financial services, namely, gold trading; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, raising debt and equity capital for others; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust administration; Financial trust operations; Foreign exchange information services; Foreign exchange transactions; Fund investment consultation; Futures brokerage; Investment advice in the fields of Wealth Management, Financial Services, Invetment Management, Brokerage Services, Investment Advisory Services; Investment advisory services; Investment by electronic means; Investment consultancy; Investment consultation; Investment consultation in the fields of Wealth Management, Financial Services, Invetment Management, Brokerage Services, Investment Advisory Services; Investment management in the fields of Wealth Management, Financial Services, Invetment Management, Brokerage Services, Investment Advisory Services; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds; Investment of funds for others in the fields of Wealth Management, Financial Services, Invetment Management, Brokerage Services, Investment Advisory Services; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Money transfer; Mutual fund advisory services; Mutual fund analysis services; Mutual fund development services; Mutual fund planning services; On-line discount securities brokerage services; On-line financial planning services; Private equity fund investment services; Providing financial assessment services to Wealth Management, Financial Services, Invetment Management, Brokerage Services, Investment Advisory Services; Providing financial consultation services to Wealth Management, Financial Services, Invetment Management, Brokerage Services, Investment Advisory Services; Providing financial information services to Wealth Management, Financial Services, Invetment Management, Brokerage Services, Investment Advisory Services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information and research in the field of finance and financial investments; Providing stock market information; Providing stock/securities market information; Provision of stock market information; Savings bank services; Securities brokerage; Securities lending; Securities trading and investing services for others via the internet; Securities trading services for others via the Internet and the global information network; Security brokerage; Share price information services; Stock brokerage services; Stock exchange information services; Stocks and bonds brokerage; Trading of overseas market securities futures; Trading of securities options; Trust management accounts |
