Computer software and documentation distributed as a unit; prerecorded audio and video tapes; laser discs; CD-ROMs for use in electronic trade of securities, investing, and financial planning, and for use in portfolio management in the fields of finance and investment; DVD discs.

Financial services, namely brokerage services in the fields of securities and financial instruments; investment services in the field of securities, stocks, commodities, futures, options, mutual funds, and corporate, municipal, and treasury bonds; investment services related to mutual funds and debt instruments; credit and debit card services; variable annuity investment services; management account services; securities brokerage account services including an interest bearing feature for uninvested cash, access to cash, margin loans, and debit card services; insurance underwriting services; electronic funds transfer services; financial and investment information services provided by electronic means and by telephone; providing information in the fields of finance, business, investment and current events; providing insurance premium quotations; providing access to computer databases in the field of financial investment; providing information concerning prices and availability of debt instruments; stock price and other financial data quotation services; providing by electronic means historic information regarding publicly traded investments; providing by electronic means information regarding the administration of trust accounts.

Computer software; pre-recorded audio and video tapes; laser discs; CD-ROMs for use in electronic trade of securities, investing, and financial planning, and for use in portfolio management in the fields of finance and investment; DVD discs.

Financial services, namely brokerage services in the fields of securities and financial instruments; investment services in the field of securities, stocks, commodities, futures, options, mutual funds, and corporate, municipal, and treasury bonds; investment services related to mutual funds and debt instruments; credit and debit card services; variable annuity investment services; management account services; securities brokerage account services including an interest bearing feature for uninvested cash, access to cash, margin loans, and debit card services; insurance underwriting services; electronic funds transfer services; financial and investment information services provided by electronic means and by telephone; providing information in the fields of finance, business, investment and current events; providing insurance premium quotations; providing access to computer databases in the field of financial investment; providing information concerning prices and availability of debt instruments; stock price and other financial data quotation services; providing by electronic means historic information regarding publicly traded investments; providing by electronic means information regarding the administration of trust accounts.

Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; electric apparatus and instruments, such goods to be those directly related to the financial activities of Class 36; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus; including CD-ROMs for use in electronic trading of securities, investing, financial planning, and for use in portfolio management in the fields of finance and investment.

Insurance; financial affairs; monetary affairs; real estate affairs; charitable fund raising; deposits of valuables; financial consultancy; financial information; financial sponsorship; insurance consultancy; insurance information; organization of collections; safe deposit services.

Providing financial information and analysis in the field of investments.

Providing financial information and analysis in the field of investments.

Computer software and documentation distributed as a unit in an electronic format; pre-recorded audio and video tapes; laser discs; CD-ROMs and DVD discs for use in electronic trading of securities, investing, and financial planning, and for use in portfolio management in the fields of finance and investments.

Management account services.

Credit and debit card user loyalty programs.

Insurance; financial affairs; monetary affairs; real estate affairs; including brokerage services and investment services provided electronically and via global information networks, namely, electronic trading in securities, stock, options, and commodities; providing financial and investment information, financial and investment research, financial and investment databases, all for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, commodities, futures, options, mutual funds, and corporate, municipal, and treasury bonds; investment services related to mutual funds and debt instruments; investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; banking services; credit card and debit card services; electronic credit and debit transactions; deposit access and automated teller machine services; payment processing services; transaction authentication and verification services; check writing and bill payment services; variable annuity services; variable insurance investment services; investment account information services; retirement plan services including trustee services and retirement plan record keeping services; trust company custody services; financial planning services; insurance services; insurance brokerage services; cash management account services; fixed income investment services; payment services and fund transfer services; providing information and analysis in the fields of finance, economics, investment, financial planning, and investment strategy; provision of information, research, databases, and analysis in the fields of investing, finance, financial planning, and economics for use in research and in making decisions; portfolio management services provided via electronic communication networks; providing account information via electronic communication networks; provision of information for use in research and in making decisions by means of tools for monitoring investment market value and performance of investments, tools for analyzing investment performance, tools for evaluating asset allocation, risk tolerance, alternative plan investing timeframe and investment alternative planning; provision (via electronic communication networks) of news, information, research, databases, and analysis in the fields of investing, finance, financial planning, and economics for use in research and in making decisions; brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them, provided electronically and via global information networks; providing insurance premium quotations; providing information concerning prices and availability of debt instruments; stock price and other financial data quotation services; providing by electronic means historic information regarding publicly trades investments; providing by electronic means information regarding the administration of trust accounts; charitable fund raising; collections (organization of -); consultancy (financial -); consultancy (insurance -); deposits of valuables; financial consultancy; financial information; financial sponsorship; fund raising (charitable -); information (financial -); information (insurance -); insurance consultancy; insurance information; organization of collections; safe deposit services; sponsorship (financial -); valuables (deposits of -).

On-line security services, namely, providing security assurance for user identity, financial data, and financial transactions.

Annuity investment services; investment management of and distribution of variable annuities; annuity services, namely, distribution of variable annuities.

Securities trade execution services; financial services, namely, assisting others with the completion of financial transactions for equity securities; financial investment services, namely, managing investment transactions by adjusting order routing for efficient and cost saving order execution.