OWN YOUR TOMORROW

downloadable electronic publications, namely, brochures and reports in the fields of investment, finance and business; downloadable electronic instructional and teaching materials in the fields of investment, finance, financial planning, portfolio management, money management, investment strategy and asset allocation

printed publications, namely, brochures [ and reports ] in the fields of investment, portfolio management, investment strategy and asset allocation [ ; printed instructional and teaching materials in the fields of investment, investment strategy and asset allocation ]

Banking services; financial research; providing financial and investment advice, analysis and consultation services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of the forgoing; financial and investment services, namely, management of mutual funds, money market funds, exchange traded funds, index funds and managed accounts; financial and investment services, namely, financial trust services for employee benefit plans; financial and investment services, namely, custody services maintaining possession of financial assets of others for employee benefit plans; financial and investment services, namely, cash management account services; financial and investment services, namely, distribution of annuities; financial and investment advisory services featuring custody, trading and support; financial administration of retirement plans; providing a website containing financial and investment information for use by investors

educational services, namely, workshops, seminars, and conferences in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation; educational services, namely, providing webcasts in the fields of investment, finance, business, financial planning, portfolio management, money management, investment strategy and asset allocation; educational services, namely, providing online training sessions in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy and asset allocation