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interactive computer on-line services offered via a global computer network in the nature of an interactive website featuring technology that allows users to schedule a call with a financial advisor, upload and download documents, and manage investments in the fields of financial and retirement planning, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments

printed materials, namely, newsletters, periodic reports, books, and customized investor reports regarding financial planning and education, investment analysis, portfolio allocation and recommendations for selecting specific financial instruments

entertainment services in the nature of an ongoing radio program in the field of mutual funds and financial advice broadcast over radio and the Internet

financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management services; financial analysis and research services; investment management services featuring the management of an account holder's mutual fund investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the field of finance and financial investments; financial services, namely, financial and retirement planning and guidance, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation; financial services offered via a global computer network, namely, financial planning, financial investment analysis, portfolio allocation in the nature of financial portfolio analysis, financial research, and providing recommendations for selecting specific financial instruments in the nature of financial consultation