Publications and printed matter, namely, magazines, charts, worksheets, forms, instructional materials, pamphlets, booklets, posters, and leaflets in the investment, investment brokerage, asset management and financial field

Providing services in the investment and financial field, namely, asset management, financial research, banking, tax consultation, charitable fund raising, donor-advised investment of funds for charitable purposes, and administration of charitable giving programs offering a variety of financial investment options; and providing electronic services via the Internet in the investment and financial field, namely, asset management, investment advice, investment consultation, financial research, 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, financial calculators and analyzers, and variable annuities investment