77961336
Mar 17, 2010
May 24, 2011
Providing services in the investment and financial fields, namely, mutual fund investment services, exchange-traded funds investment services, investment and insurance brokerage, investment management, financial asset management, investment advice and advisory services, financial securities lending, financial consultation, investment consultation, actuarial consultation, financial and financial investment research, banking, administration of college savings plans, charitable fund raising, donor-advised investment of funds for charitable purposes, financial retirement planning, and annuity services, namely, account and investment administration; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; research in the fields of finance, financial saving, investing, investments, investment brokerage, and asset management; charitable fund raising services; automated securities trade execution services; investment management services rendered to non-profit organizations; financial services rendered primarily to states, municipalities and tax exempt organizations, namely, providing financial news and information and investment account information by means of the internet; life insurance brokerage and underwriting; annuity underwriting; annuity services, namely, account and investment administration; financial risk management services; estate planning; trust services, namely, investment and trust company services
Insurance and FinancialWebcasts in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; podcasts in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; educational services, namely, providing online seminars and workshops in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; providing educational information in the field of financial education to financial service providers by means of an internet web site; entertainment and educational services in the nature of providing periodic television programs concerning financial topics
Education and Entertainment