36 providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; on-line financial planning services; on-line trading of financial instruments, shares, options and other derivative products; providing a web site featuring personal financial information and financial advice; electronic financial trading services; financial administration of retirement plans; financial advisory services; financial consultancy services; financial affairs and monetary affairs, namely, financial information, management and analysis services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial asset management; financial investment brokerage services; financial investment analysis and stock research; financial management; financial management via the internet; financial planning; financial planning and investment advisory services; financial planning for retirement; financial portfolio management; financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial services, namely, wealth management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; providing financial services with respect to securities and other financial instruments and products, namely, money management services, providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing on-line financial calculators; strategic financial advisory services
Trademark: 85340022
