GUIDELINE SECURITIES

Owners

Goods & Services

Financial advice and consultancy services; financial administration of retirement plans; financial planning and investment advisory services; financial retirement plan consulting services; online cash account services; financial transaction services, namely, financial custodial services, namely, maintaining possession of financial assets for others for financial management purposes; securities brokerage services; financial investment brokerage services; securities brokerage; investments brokerage; mutual funds brokerage; providing financial information and financial advice via a website

Platform as a service (PaaS) services featuring software for retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts; platform as a service (PaaS) services featuring computer software platforms for creating and managing financial and retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts, and for managing such accounts and financial investments

Downloadable computer software for creating and managing financial and retirement plans, cash accounts, brokerage accounts, brokerage windows and custodial accounts, and for managing such accounts and financial investments