Printed periodical publications, namely, brochures, booklets, pamphlets, hand-outs, brochures, newsletters, and journals in the fields of finance and investments

Financial services, namely, providing financial and investment information, financial and investment management, financial and investment advice and financial and investment analysis; financial research and information services

Educational services, namely, providing in-person learning forums, online non-downloadable tutorial e-books and videos, non-downloadable instructional videos, seminars, classes and instruction, and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation

Software as a service (SaaS) providing temporary use of online, interactive software for analyzing, managing, monitoring and creating reports for personal financial and investment accounts; Software as a Service (SaaS) featuring software algorithm for compiling and analyzing statistics, data, and other sources of information for investment research purpose and to assign a score value to stocks