| Goods and Services | Computer software for providing electronic connectivity to financial exchanges and markets; computer software for financial analysis; downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, namely, handbooks, booklets, manuals, white papers, reference guides, downloadable webinars, downloadable video presentations, all in the fields of finance, mutual fund investment, investment management, and financial management in the nature of pooled investment funds, namely, exchange traded funds |
| Goods and Services | Financial information services; financial information services, namely, providing financial classification information for companies, securities, jobs, resources and any other discrete part of an economic system; providing an interactive website and online computer database featuring financial information in the fields of finance, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds; providing financial information about investing and financial savings for educational purposes; investment management services, namely, managing and administering investment plans for the funding of higher education; investment management services, namely, providing financial information in the fields of investment and finance; providing financial information in the field of retirement planning and retirement plan administration services; financial services, namely, providing fund, mutual fund or any other financial portfolio investment management services; providing financial services with respect to securities and other financial instruments and products, namely, money management services and mutual fund advisory, financial investment brokerage, investment and planning services; financial planning services; financial services in the nature of savings programs for youths, and securities brokerage and trading services; financial products services, namely, financial advisory and management services for developing asset allocation strategies to improve and enhance risk-adjusted returns in the nature of maintaining possession of financial assets for others for financial management purposes for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account investment products, segregated funds, securities and securities-based investment products; financial transaction services, namely, trading of financial instruments; financial securities and commodities exchange services; securities and investment brokerage services; investment management services; financial and investment services, namely, financial management and brokerage in the fields of stocks, bonds, options, commodities, futures, exchange traded funds, and other securities, and investment of funds of others; investment management and investment advisory services in connection with savings plans for educational purposes; capital investment services; management of a capital investment fund; fund investments; fund investment services featuring securities offered according to previously established criteria; investment services, namely, asset management; financial information and fund investment financial analysis, financial evaluation, financial management, financial consulting, and financial advisory services; financial advisory services, including the structuring, sale, distribution, management and administration of investments, including exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; exchange traded fund brokerage; exchange traded funds investment; investment services, namely, offering exchange traded note products based on a note index; investment services, namely, offering exchange traded fund products based on a mutual fund index offering and financial administration of closed-end funds and exchange-traded funds; financial investment services in the field of pooled investment funds, including exchange traded funds; investment management featuring financial portfolio management of investments in the fields of banking, mutual fund investment advisory services, investment management services and financial services in the nature of exchange traded funds; banking services; account reporting services, namely, providing bank account and financial investment account information; savings and loan services; individual savings account services; electronic funds transfer; retirement payment services, namely, financial administration of retirement account plans; trusteeship representatives; financial affairs and monetary affairs, namely, financial information, management and analysis services; insurance services, namely, financial analysis of insurance markets; transfer agency services rendered to issues of investment securities; real estate affairs, namely, financial analysis of real estate markets |
