Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, options, futures, and indices of any of them; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account services that feature interest-bearing money market funds whose shares are available for automatic investment and redemption, access to cash, and margin loans; debit card services; check writing and bill payment services; variable annuity services, namely, underwriting, administration, and distribution of variable annuity investments; variable insurance investment services; investment account information services; retirement plan services including trustee services and retirement plan recordkeeping services; trust company custody services; financial planning services; insurance services, namely, brokerage in the field of life insurance; cash management account services; fixed income investment services; bill payment services and electronic funds transfer services; providing information and analysis in the fields of finance, economics, investment, business, financial planning and investment strategy; providing portfolio management services, tools and account information via a global communication network; providing financial decision-making tools and financial investment research tools via a global communication network; providing a website with financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the analysis of investments, finances, and financial planning; providing a website containing business and economic news pertaining to the field of investments and financial planning

Educational services, namely, conducting classes, seminars, workshops, and conferences in the fields of investment, finance, economics, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation