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Owners

Goods & Services

Investment decision-making tools and calculators, namely, providing temporary use of on-line non-downloadable interactive computer software for investment and financial analysis via a global communication network, where the users can input data into the tools and calculators and download a pdf, which presents a report of the results of the tools and calculators; providing temporary use of on-line non-downloadable interactive computer software that allows users to buy, sell, exchange, and manage investments via a global communication network, where the users can download receipts and reports reflecting such transactions

Financial services, namely, providing brokerage, distribution, and investment management services for mutual funds, stocks, bonds, other securities, commingled trusts, separate investment accounts for businesses, retirement accounts, and college savings plans; investment brokerage and management services, asset management services, and investment consultation services for institutional investors and individuals; investment management and sales support services provided to financial advisors; investment tracking and investment analysis services; providing news and information to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues

Educational services, namely, providing presentations to individual and institutional investors and financial advisors about investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues

Downloadable electronic newsletters in the fields of finance and investments

Newsletters in the fields of finance and investments; printed informational pamphlets, brochures, booklets, leaflets, flyers, posters, signs and printed educational materials in the areas of investing, investments, financial strategies and planning, asset management, educational savings, retirement planning, and tax issues