RETIREMENT PLAN BOOKKEEPING SERVICES RENDERED TO EMPLOYER RETIREMENT PLANS AND WHICH ALLOW EMPLOYEES TO ESTABLISH A DEFINED BENEFIT PLAN OR DEFINED CONTRIBUTION PLAN
retirement plan record keeping services rendered to employer plans and which allow employees to establish a defined benefit or defined contribution plan
Educational services, namely, providing seminars to individual and institutional investors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues; Newsletters in the fields of finance and investments; printed informational and educational materials in the areas of investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues, namely, brochures, information sheets, and booklets; Financial services, namely, mutual fund brokerage, mutual fund distribution, and mutual fund investment services; brokerage, distribution, and investment services for a mutual fund that invests primarily in real estate investment trusts; retirement plan consulting services; investment services for retirement and pension plans, namely, investment consultation and investment management; investment and asset management and investment consultation services for institutional investors and individuals; investment services for variable insurance products and variable annuities, namely, investment management services provided to financial intermediaries; providing investment tracking, investment analysis, and investment management; acting as an investment manager for trusts consisting of investment gifts to another person; sales support services for financial advisors and subadvisory services, namely, providing investment management services to financial advisors; providing quotes for stocks, options, securities, investments, and mutual funds via a global communication network; investment account information services, namely, providing brokerage account and investment account information by telephone, by mail, by electronic means, and via a global communication network; providing news and information to individual and institutional investors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues by electronic means and via a global communication network; providing news and information about stocks, options, securities, investments, and mutual funds by electronic means and via a global communication network; Investment decision-making tools and calculators, namely, providing temporary use of on-line non-downloadable computer software for investment and financial analysis via a global communication network; providing temporary use of on-line non-downloadable interactive computer software that allows users to buy, sell, exchange, and manage investments via a global communication network
Investment management services for the purpose of accumulating money for postsecondary education expenses and administrative services in connection therewith
INVESTMENT MANAGEMENT SERVICES FOR THE PURPOSE OF ACCUMULATING MONEY FOR POSTSECONDARY EDUCATION EXPENSES AND ADMINISTRATIVE SERVICES IN CONNECTION THEREWITH
PROVIDING FINANCIAL AND INVESTMENT ADVICE TO OTHERS THROUGH GLOBAL COMPUTER NETWORKS, [AUTOMATED TELEPHONE SYSTEMS AND OTHER FORMS OF ELECTRONIC MEDIA]
EDUCATIONAL SERVICES, NAMELY, PROVIDING EDUCATIONAL INFORMATION AND MATERIALS TO TEACHERS AND OTHERS TO ASSIST IN CONDUCTING CLASSES IN THE FIELD OF INVESTMENTS
printed publications, namely, newsletters in the financial field; providing information in the financial field rendered through a global communications network; "FINANCIAL"
