Educational services, namely, providing online publication in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management

Providing on-line non-downloadable educational publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional manuals, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management

Financial services, namely, investment management services, mutual fund investment services, and financial information provided by electronic means; providing information and research in the fields of finance, investing, investments, and financial asset management