Capital investment services; Charitable fund raising; Debt advisory services; Fiduciary representatives; Financial analysis; Financial consultancy; Financial management; Financial valuation of intellectual property assets; Financing services; Investment of funds; Mutual funds and capital investment; Providing financial information; Providing financial information via a web site; Providing rebates at participating establishments of others through use of a membership card; Securities brokerage; Stock brokerage services; Stock exchange quotations; Stocks and bonds brokerage; Surety services; Trusteeship representatives