REINVENT YOURSELF

Owners

Goods & Services

Investment services, namely, professional money management services, investment management services, investment account management services; investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; financial planning for retirement; financial planning; estate planning; financial portfolio management; financial investment brokerage; securities brokerage; commodity brokerage; stock brokerage services; insurance services, namely, insurance brokerage; providing financial information, namely, online stock quotes, financial market news, and financial planning applications

Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, commodity brokerage, stock brokerage, insurance brokerage, and financial information; printed financial services forms to financial services representatives

Providing on-line newsletters in the field of finance and business to financial services representatives; providing online reports to investor clients in the field of investment account management services and fund management services for high-net portfolios using select mutual funds as investment vehicles for various asset classes; providing financial services forms to financial services representatives distributed online

providing online business information, namely, commission statements, quarterly reports, client account information and invoices to financial services representatives