Mutual fund investment services; retirement fund investment services; investment management services; securities brokerage services; financial information provided by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of a global computer network

Computer software, namely, retirement accumulation and distribution planning analysis, college education planning, and survivor benefit requirements; and instructional manuals distributed therewith for use by life insurance professionals, registered representatives and financial planners