SELF OR HELP

Mutual fund investment services; retirement fund investment services; investment management services; financial planning; securities brokerage services; money management; financial analysis; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of the Internet; research in the field of investments and finance; securities brokerage services provided to holders of stock options; financial services, namely, agency services in the field of securities; financial market information services, namely, compiling and providing information regarding securities; providing personalized investment information by electronic mail; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development and management and brokerage in the fields of stocks, bonds, options, [ commodities, futures ] and other securities, and the investment of funds of others