IC 036. US 100 101 102. G & S: Investment management services; investment advice; financial risk management; consulting in the field of financial management and financial services; providing information in the field of financial management and financial services; financial research; financial investment data analysis; financial analysis of financial reports; funds investment; investment services, namely, creation, operation, administration, management, marketing, brokerage, and distribution in the fields of funds, stocks, bonds, options, commodities, futures, investment companies, pooled investment vehicles, and other securities; distribution and administration of exchange-traded funds; providing financial information in the field of investment opportunities and financial analysis; providing an interactive website and online computer database in the fields of finance, investment advisory services, investment management services and financial management; financial planning for retirement; individual retirement account services, namely, design, administration, and advisory services for retirement plans; financial information and consultation in the nature of retirement planning and design; providing a personalized financial information and media in the field of financial planning and retirement

IC 042. US 100 101. G & S: Temporary use of on-line non-downloadable computer software for use by others in providing financial services, namely, providing risk management, financial information, financial management, and investment management; providing on-line non-downloadable computer software for evaluation, analysis, and risk assessment of finances and investments; providing temporary use of on-line non-downloadable computer software used in connection with financial services, namely, for providing financial management, investment management, financial information, retirement information, retirement advice, retirement planning and design, personalized financial planning and retirement planning