Financial investment services, financial asset management services, investment management, asset management, investment consultation, financial research, mutual fund distribution services and retirement planning

Downloadable computer software and mobile applications for use in the field of personal finance, financial planning, financial management, portfolio management, asset management, investment management, financial literacy and education, investments, and financial aspects of retirement planning; downloadable computer software and mobile applications for creating, accessing, managing and monitoring personal financial accounts, investment accounts, and other financial account information; downloadable computer software and mobile applications for use in budgeting, managing, recording, and tracking financial and investment transactions; downloadable computer software and mobile applications for use in researching information relating to financial asset management, portfolio management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans, and saving; downloadable computer software and mobile applications for use in managing and executing financial transactions relating to stock options, retirement plans, pooled investment vehicles, hedge funds, mutual funds, and investment portfolios; downloadable computer game software in the fields of investment, investment management, portfolio management, asset management, and financial and monetary affairs; downloadable computer game software offered via the internet and wireless devices; downloadable video recordings and video content featuring information in the fields of investment, investment management, portfolio management, asset management, financial and monetary affairs, financial literacy and education, and financial aspects of retirement planning; downloadable electronic publications, namely, newsletters, magazines, white papers, reports, and brochures in the fields of investment, investment management, portfolio management, asset management, financial literacy and education, and financial and monetary affairs; downloadable computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site providing news, information, transaction capability and online financial services; downloadable software in the nature of a mobile application for providing information related to conferences, networking events, and entertainment events; downloadable webinars in the field of finance, investment, and retirement; downloadable podcasts in the field of finance, financial management, asset management, financial literacy and education, investments, and financial aspects of retirement planning.

Printed publications and printed matter, namely, newsletters, magazines, educational materials, bulletins, pamphlets, booklets, posters, and leaflets, guides, and charts, in the field of financial investment, investment management, asset management, and financial aspects of retirement.

Financial services including financial investment brokerage, investment brokerage, investment advice, banking, tax consultation, administration of college savings plans, charitable fund raising, donor-advised investment of funds for charitable purposes, administration of charitable giving programs offering a variety of financial investment options; none of the aforesaid services being financial investment services, financial asset management services, investment management, asset management, investment consultation, financial research, mutual fund distribution services and retirement planning

Real estate investment, real estate affairs, real estate property investment, sale, purchase and leasing of real estate properties(domestic, residential and commercial), real estate property management services, real estate property repair services, real estate property portfolio management services, real estate property leasing services, provision of information about real estate properties

Publications and printed matter, including a full range of publications and printed matter in the investment, investment brokerage, asset management and financial field; and a full range of publications and printable matter downloadable from the Internet in the investment, investment brokerage, asset management and financial field

The full range of investment, investment brokerage, asset management and financial services; providing a full range of electronic services via the Internet in the investment, investment brokerage, asset management and financial field