FINANCIAL SERVICES IN THE NATURE OF PROVIDING ON-LINE ACCESS TO FINANCIAL INFORMATION

Financial planning services

Financial information in the nature of funds performances and comparisons

Financial services, namely, mutual fund asset allocation programs

Computer services, namely, providing financial information services on a global computer network

Computer services, namely, providing financial portfolio management services to enrolled clients on a global computer network

Providing financial information regarding 401(k) and other retirement plans

Investment consulting and administration, namely, asset allocation for proprietary mutual funds

FINANCIAL SERVICES IN THE NATURE OF PROVIDING ON-LINE ACCESS TO FINANCIAL INFORMATION

FINANCIAL SERVICES IN THE NATURE OF PROVIDING ON-LINE ACCESS TO FINANCIAL INFORMATION

FINANCIAL SERVICES IN THE NATURE OF PROVIDING ON-LINE ACCESS TO FINANCIAL INFORMATION

FINANCIAL SERVICES IN THE NATURE OF PROVIDING ON-LINE ACCESS TO FINANCIAL INFORMATION

Financial investment in the field of securities; financial consulting and analysis

financial services in the nature of underwriting, distribution and trading of securities; stock brokerage and research services; and investment management and advice

FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL DATA IN THE NATURE OF FINANCIAL INDICES

FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL DATA IN THE NATURE OF FINANCIAL INDICES

Financial information in the nature of funds performances and comparisons

FINANCIAL SERVICES, NAMELY, ASSET ALLOCATION FOR MUTUAL FUNDS; FINANCIAL CONSULTING AND ANALYSIS

FINANCIAL SERVICES, NAMELY, ASSET ALLOCATION FOR MUTUAL FUNDS; FINANCIAL CONSULTING AND ANALYSIS

investment management service in the nature of schematic payments mechanisms for the electronic deposit of funds into client selected financial accounts

CHARITABLE SERVICES, NAMELY, PROVIDING INFORMATION TO CLIENTS RELATING TO PHILANTHROPIC CONTRIBUTIONS TO FUND PHARMACEUTICAL AND MEDICAL RESEARCH; FINANCIAL SERVICES, namely, PROVIDING INVESTMENT OPPORTUNITIES TO CLIENTS TO FUND PHARMACEUTICAL AND MEDICAL RESEARCH

FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL DATA IN THE NATURE OF FINANCIAL INDICES

PRINTED MATERIALS, NAMELY, REPORTS, PUBLICATIONS, MANUALS, PERIODICALS ALL RELATING TO FINANCIAL INFORMATION

FINANCIAL SERVICES, NAMELY, SECURITIES BROKERAGE AND TRADING SERVICES

investment banking services; financial services in the nature of underwriting, distribution, and trading of securities; financial services in the nature of merger, acquisition, restructuring, and other corporate finance activities; stock brokerage and research services; investment management and advice; and financial services in the nature of trading futures, options, foreign exchange, and commodities

FINANCIAL AND INVESTMENT SERVICES, NAMELY, ASSESSING AND IDENTIFYING INVESTMENT OPPORTUNITIES THAT ALIGN WITH A CLIENT'S SOCIAL AND ENVIRONMENTAL PREFERENCES

FINANCIAL SERVICES, NAMELY REVIEW AND ANALYSIS OF FINANCIAL ASSETS

investment banking services; financial services in the nature of underwriting, distribution, and trading of securities; financial services in the nature of merger, acquisition, restructuring, and other corporate finance activities; stock brokerage and research services; investment management and advice; and financial services in the nature of trading futures, options, foreign exchange, and commodities

FINANCIAL SERVICES, NAMELY, STOCK BROKERAGE SERVICES AND INVESTMENT RESEARCH AND ADVISORY SERVICES

FINANCIAL AND INVESTMENT SERVICES, namely, ASSESSING AND IDENTIFYING INVESTMENT OPPORTUNITIES THAT ALIGN WITH A CLIENT'S SOCIAL AND ENVIRONMENTAL PREFERENCES

PROVIDING AN INTERACTIVE WEBSITE PORTAL THAT ENABLES COMMUNICATION AND THE EXCHANGE OF INFORMATION REGARDING THE MANAGEMENT AND OPERATION OF FINANCIAL SERVICES FIRMS

investment banking services; financial services in the nature of underwriting, distribution, and trading of securities; financial services in the nature of merger, acquisition, restructuring, and other corporate finance activities; stock brokerage and research services; investment management and advice; and financial services in the nature of trading futures, options, foreign exchange, and commodities

FINANCIAL SERVICES, NAMELY, TRADING, ANALYZING, DISTRIBUTING, AND CLEARING OF EQUITY PRODUCTS, FUTURES, OPTIONS, FOREIGN EXCHANGE, FIXED INCOME INSTRUMENTS AND OTHER SECURITIES VIA AN ELECTRONIC PLATFORM

ON LINE FINANCIAL SERVICES AND PRODUCTS THAT ENABLE CLIENTS TO VALUE PORTFOLIOS OF FOREIGN EXCHANGE OPTIONS

FINANCIAL SERVICES, NAMELY, PROVIDING BALANCES, ASSET ALLOCATION AND PERFORMANCE DATA FOR MUTUAL FUNDS

financial services in the nature of investment banking services; investment securities; and securities brokerage and securities trading services for others

Computer services, namely, providing financial information services on a global computer network

FINANCIAL SERVICES, NAMELY, PROVIDING FINANCIAL DATA IN THE NATURE OF FINANCIAL INDICES

Providing financial information regarding 401(k) and other retirement plans

Financial services, namely, providing investment consulting and investment management services for others

financial services in the nature of underwriting, distribution and trading of securities; stock brokerage and research services; and investment management and advice

Investment consulting and administration, namely, asset allocation for proprietary mutual funds

PROMOTING THE GOODS AND SERVICES OF OTHERS BY AWARDING PURCHASE POINTS FOR CREDIT OR DEBIT CARD USE

FINANCIAL SERVICES, NAMELY REVIEW AND ANALYSIS OF FINANCIAL ASSETS

Financial services, namely, cash management services in connection with identity theft prosecution, ATM fee rebates, direct deposit services, check writing services, on-line bill payment services, debit cards, electronic movement of funds

Financial services, namely, cash management services in connection with identity theft prosecution, ATM fee rebates, direct deposit services, check writing services, on-line bill payment services, debit cards, electronic movement of funds

Financial services in the nature of providing online access to financial information

FINANCIAL INVESTMENT ADVISORY SERVICES IN THE FIELD OF ESTABLISHING PROFESSIONAL ALLIANCES WITH THIRD PARTY FIRMS

FINANCIAL SERVICES, NAMELY INVESTMENT MANAGEMENT SERVICES; INVESTMENT RESEARCH SERVICES; SECURITIES BROKERAGE SERVICES; FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS; PROVIDING PERSONALIZED INVESTMENT INFORMATION, ACCOUNT MANAGEMENT AND SECURITIES BROKERAGE SERVICES, ALL BY MEANS OF WIRELESS COMMUNICATION DEVICES OR A GLOBAL COMPUTER NETWORK

investment banking services; and financial services in the nature of arranging real estate sales and financing for corporation, institutional investors and developers