INVEST WITH CONFIDENCE

Publications and printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the investment, investment brokerage, asset management and financial field

Providing services in the investment and financial field, namely, investment brokerage, investment management, asset management, investment advice, investment consultation, financial research, banking, [ tax consultation, ] college savings plans, charitable giving, retirement planning, and variable annuities investment; and providing electronic services via the Internet in the investment and financial field, namely, mutual fund investment, investment brokerage, investment management, asset management, investment advice, investment consultation, and financial research, banking, [ tax consultation, ] college savings plans, charitable giving, retirement planning, financial calculators and analyzers, and variable annuities investment