& Trademark

Financial services, namely asset management; Financial services, namely, financial management; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Investment management services with respect to mutual funds, pension accounts, IRAs, Taxable Accounts, institutional accounts, and separate accounts; Financial services, namely, assisting others with the completion of financial transactions for equities, stocks, bonds, securities, unit investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, researching, analyzing and providing information in the fields of finance, investment, financial planning, investment strategy, trading, equities, stocks, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles options and debt instruments; Financial services, namely, financial administration of stock exchange trading of equities, stocks, certificates of deposit, bonds, securities, investment trusts, exchange traded funds and other collective investment vehicles, options, futures, and debt instruments; Retirement planning and financial management; Financial services, namely, offering, administering, operating and managing financial and investment instruments; Financial research and equity research brokerage services; Providing information and advice in the fields of finance, investment, financial news, financial information, financial portfolio management, financial decision making, financial planning, financial alternative plans, investment research, investment value, investment performance, asset allocation, risk tolerance, investment time frames, investment strategy, trading, equities, stocks, bonds, securities, commodities, options, futures, debt instruments, investment trusts, exchange traded funds, and other collective investment vehicles, financial and investment instruments and financial and securities portfolios

Business services, namely, business research, business data analysis and providing information in the fields of economics and business; Providing information and advice in the fields of economics and business