CAP

Financial services, namely, providing financial advisory and planning services; cash management services; financial research services; providing an online computer database in the field of financial, securities, and retirement for use in financial planning and analysis; financial analysis and planning tools in the nature of online interactive financial calculators, questionnaires, and software that assist with asset allocation and selection of stock and mutual funds based on the customer's risk tolerances and investment goals; financial analysis and consultation services; estate planning; securities and commodities trading for others by means of a global communication network or by telephone