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Brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, and stock options; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, and stock options; investment advice in the fields of financial securities, stocks, bonds, money market funds, and mutual funds; securities brokerage account services that feature an interest bearing feature for cash between investments, electronic cash transactions, and margin loan services; check processing and bill payment services; annuity investment services; financial information provided by electronic means; retirement plan services, namely, trustee services and retirement plan recordkeeping services; financial planning services; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing access to portfolio management services and tools; providing an interactive online computer database in the field of financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by phone and by online means in the field of investment account information and financial research; banking services