Description: Providing information in the field of financial education to financial service providers by means of an Internet web site; Education and entertainment services, namely, a web-based non-downloadable continuing video series featuring financial education and insights specific to the Latino Community; arranging and conducting online workshops in the field of investments and financial planning; providing online newsletters in the field of investments, finance and related subjects; Educational services, namely, conducting classes, workshops, seminars and conferences in the field of investments and in the field of marketing financial services; and distributing course materials in connection therewith.; Downloadable computer software applications for managing investment portfolios; downloadable computer software applications used by financial service providers for contact management; downloadable computer software applications for initiating, processing and tracking financial transactions; computer software for portfolio modeling; downloadable computer software applications for maintaining, managing and reporting financial information; downloadable computer software applications for use by financial service providers to obtain investment transaction and account information; downloadable computer software applications for use in obtaining access to, and enhancing the user's experience of, an Internet web site which provides news, information and online financial services.; Printed booklets Booklets and brochures in the field of investments and financial services.; Providing financial investment information services to individuals providing personalized investment information by electronic mail; Providing financial information services, namely, to agency services in the field of securities; financial administration of retirement plans administration services; providing financial information in the field of retirement planning; real estate investment services; mutual fund financial information provided by electronic means; Providing financial advisory services, namely, money management; Financial administration of employee benefit plans concerning insurance and finance, defined employee benefit plans concerning insurance and finance, defined contribution plans in the nature of retirement plans and employee pension plans; Mutual fund investment services; providing retirement plan sponsors with financial news and information, information about retirement planning, investment account information, and information about mutual fund performance; financial administration and investment management services rendered to non-profit organizations; electronic bill payment services; financial administration of credit card accounts; financial analysis; donor advised investment of funds for charitable purposes; Financial risk management services; charitable fundraising services; financial services rendered primarily to states, municipalities and tax exempt organizations, namely, providing financial news and information and investment account information by means of the Internet; real estate management services; providing financial information by electronic means; Financial consulting services rendered to employers with respect to the design and administration of employee benefit plans concerning insurance and finance; financial market information services, namely, compiling, analyzing and providing information regarding securities; investment management in the field of private placement of securities; providing research in the field of investments and finance; Providing financial information services relating to the transition from work to retirement or from one job to another; automated mutual fund brokerage clearinghouse services and mutual fund custody services; investment management services; providing financial information about employee stock option plans to participants and potential participants in such plans; financial and actuarial consulting services; insurance brokerage services; financial services, namely, compiling and analyzing, organizing being financial consulting, managing and reporting in the nature of providing user specific financial information by means of the Internet, in the field of investment accounts, bank accounts, credit card accounts, frequent flyer award accounts and other personal financial data; consulting services in the field of insurance; financial planning; investment advice in the field of retirement; retirement fund investment services; investment management in the field of initial public offerings; providing an online computer database featuring financial information of general interest to investors; securities brokerage services; Providing financial investment information services to individuals relating to personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; Financial administration of stock option plans, employer stock purchase plans and directed share programs for others; life insurance and annuity underwriting services; securities brokerage services provided to holders of stock options; automated securities trade execution services; providing online computer database in the field of securities prices information; electric fund transfer services; loan financing.; Providing referral services in the field of investment advice and financial planning; Providing business information to financial service providers by means of an Internet web site, in the field of business marketing; consulting services in the field of marketing financial services; marketing services rendered to members of the financial services industry, namely, business marketing consulting services, creating and designing promotional materials for use by financial service providers and assisting financial service providers with implementing their own direct mail campaigns, and developing advertising campaigns and public relations campaigns; personnel placement and recruiting services; promoting public awareness of the need for investment planning.
