VIS

Downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; computer software for use in electronic trading of securities and portfolio management in the fields of finance, saving, investing, investments, investment brokerage, and asset management

Publications and printed matter, namely, newsletters, reports, books, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, booklets, posters, and leaflets in the fields of finance, saving, investing, investments, investment brokerage, and asset management

Providing an interactive website that provides commercial financial transaction data, transaction capability, account management, financial reporting, accounting features and related reference information

Financial and investment services, namely, financial planning and investment advisory services; providing services in the investment and financial fields, namely, mutual fund investment services, exchange traded funds investment services, investment and insurance brokerage, investment management, asset management, investment advice and advisory services, securities lending, financial, investment, and actuarial consultation, financial and investment research, banking, retirement planning, and annuities investment; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic and other means; providing an interactive website and online computer database in the fields of investing, finance, saving, financial planning, financial news, financial information, analysis in the fields of investing, finance, and financial planning, 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; administration of employee financial benefit plans, defined financial benefit plans, defined financial contribution plans and employee financial pension plans; financial planning and investment advisory services; financial, insurance and actuarial consulting services; debit card services; check processing, checkwriting and bill payment services; assisting others with the completion of financial transactions for mutual funds, exchange traded funds, stocks, bonds, securities and equities; cash management services; electronic funds transfer, wire and other payment services; providing information by phone, in writing and by online means in the fields of investment account information and financial research; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management

Providing online publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management