1040 PROSPECTOR

Financial services, namely, securities broker-dealer services, fee-based financial planning programs, financial and investment advisory programs for independent financial professionals, financial consultation; investment services, namely, investment management, investment portfolio analysis, advice relating to investments; providing information in the fields of finance and investments; providing information in the field of brokerage account services; providing information in the fields of estate planning and insurance brokerage services; providing a website featuring information pertaining to financial services reports for financial services representatives

Educational services, namely, seminars, workshops and classes regarding financial services products, sales and practice management in the fields of financial services, investment services, brokerage account services, estate planning and insurance brokerage services

Providing temporary use of on-line non-downloadable software for accessing and creating reports relating to federal tax returns