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computer software for financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments and manuals sold as a unit

printed materials regarding financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments, namely, newsletters, magazines, periodic reports, books and customized investor reports

financial planning, investment analysis and portfolio allocation services

interactive computer on-line services offered via a global computer network in the fields of financial planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments