Downloadable software in the nature of a mobile application for electronic check conversion and remote deposit services, electronic transfer of money, electronic bill payment, viewing bank and investment account information, investment portfolio management, electronic trading of securities, performing financial and investment research and analysis, and obtaining financial and investment information and news; downloadable software in the nature of a mobile application for delivering streaming ...

full line of financial and investment services

Brokerage services in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, money market funds, bonds, mutual funds, commodities, futures, stock options, and indices of financial securities; investment advice in the fields of financial securities, stocks, bonds, mutual funds, money market funds, commodities, futures, option...

Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; investment advice and management in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; securities brok...

brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options and indices of any of them; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account s...

SAFES AND VAULT DOORS

FINANCIAL SERVICES, NAMELY, PROVIDING AN ASSET MANAGEMENT ACCOUNT THAT OFFERS BROKERAGE SERVICES, AN INTEREST BEARING FEATURE FOR UNINVESTED CASH, ACCESS TO CASH AND MARGIN LOAN VALUE OF THE SECURITIES, AND A DEBIT CARD

financial services; namely, mutual fund investment services

mutual fund investment services

mutual fund investment services

Individual retirement account services

providing retirement plan sponsors with referrals to plan administration services

financial services, namely securities brokerage services

financial services; namely, providing special telephone access to selected customers for stockbroker services in the field of discount broker services, securities, stocks, commodities and futures, options, and financial management

financial services, namely, providing third party investment research information through an automated system

SECURITIES BROKERAGE ACCOUNT SERVICES THAT FEATURE A MONEY MARKET FUND FEATURE FOR CASH BETWEEN INVESTMENTS AND ELECTRONIC CASH TRANSACTIONS; DEBIT CARD SERVICES; CHECK WRITING AND BILL PAYMENT SERVICES; CASH MANAGEMENT ACCOUNT SERVICES; AND ELECTRONIC FUNDS TRANSFER

financial services, namely securities brokerage and transfers; providing access to investment information and stock quotes by electronic means

Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; Downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for e...

Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for ...

Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for ...

Printed materials, namely, newsletters in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics

Investment brokerage, advice, and management services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, annuities and indices of financial securities; Administration of employee pension plans; Insurance brokerage; Debit card services; Check processing and bill payment services; Cash management account services; Electronic funds transfer; Providing information and analysis in the fields of finance, economics, investment...

Securities brokerage and investment services, namely, money market funds; investment advice and management services in the field of money market funds

Investment management services via the internet that allow investment managers to create investment accounts for their clients, transfer funds for their clients, and provide investment advice for their clients in the nature of financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; providing news, information and research all of the foregoing in the fields of finance and financial investing and ...

Investment management of and distribution of variable annuities

Providing professional referrals in the fields of investment advice, portfolio management, financial planning, retirement planning, and wealth management

INVESTMENT SERVICES, NAMELY, MANAGED ACCOUNT SERVICES

providing information for investment advisors, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks

financial services; namely, providing information concerning financial advisory services of others, not including recommendations of specific financial advisors; financial planning, portfolio management, and investment opportunities

[ Investment brokerage and investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks ]

[ Business consultation services for investment advisors in the field of succession planning; ] business consultation services for investment advisors in the fields of business and strategic planning, business formation, business development [; providing an online computer database in the fields of business information and contacts featuring advisory firms interested in merging with or acquiring a business; providing an online computer database in the fields of business information and contac...

Business consultation services provided to investment advisors to institutionalize their practice in the field of succession planning; providing an online database featuring a list of advisory firms interested in merging with or acquiring a business

Educational services, namely, providing online training sessions for investment advisors in the fields of practice management, financial software [, trading and analysis of investments, finances and financial planning ]

providing professional referrals in the field of financial investment

online services, namely, providing news, investment research, and information and analysis in the fields of finance, investment, financial planning, business, and investment strategy

financial investment brokerage, financial investment services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes, and shareholder services in the nature of fund distribution services and providing financial information to investors, all in the field of unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds

Financial investment brokerage, financial investment services, financial custody services, namely, maintaining possession of financial assets for others for financial management purposes, and shareholder services in the nature of securities trade execution services and providing financial information to investors, all in the field of registered and unregistered alternative investment funds; financial information and analysis in the field of alternative investment funds

mutual fund investment services

Financial services, namely providing information and analysis in the field of financial investments

Printed reports providing information and analysis in the field of financial investments

financial and investment services, namely, providing information, analysis and reporting in the fields of asset allocation and market trends

Providing a secure-access, members only website for financial asset managers featuring technology that gives members the ability to view and analyze information regarding mutual funds and financial accounts

Financial investment services; Financial advisory and consultancy services; Financial portfolio management; Financial planning and investment advisory services; Funds investment; fund investment services; mutual funds and capital investment; Investment of funds for others in the fields of equity index funds, active equity funds, fixed income products, multi-asset funds, separately managed accounts, and money market funds; Financial services, namely, trading in commodities, securities, options...

Financial investment services; brokerage and fund distribution; Financial advisory and consultancy services; Financial portfolio management; Financial planning and investment advisory services; Funds investment; fund investment services; mutual funds and capital investment; Investment of funds for others in the fields of equity index funds, active equity funds, fixed income products, multi-asset funds, separately managed accounts, and money market funds; Financial services, namely, trading in...

attorney referral services in the field of estate planning

Banking services, mortgage services, home equity lines of credit, [ certificates of deposit, ] checking accounts, savings accounts, [ money market deposit accounts, ] credit lines [, credit card services ]

Banking services, namely, checking accounts

Banking services, namely, savings accounts

Financial services, namely, electronic bill presentment and bill payment

Bill payment services and electronic payment, namely, electronic processing and transmission of bill payment data