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 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.

Insurance; monetary affairs; real estate affairs; 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 infomation regarding publicly traded investments; providing by electronic means information regarding the administration of trust accounts.

Telecommunications, including providing access by means of electronic networks and other on-line means to databases, articles, computer programs, textual works, audio works, visual works, audiovisual works, in linear and interactive formats; providing access by means of electronic networks and other on-line means to information in the fields of finance, business, investment and current events; electronic messaging and communications services; on-line database access services; on-line communications and messaging services; providing on-line access and access by means of electronic networks to electronic networks.

Brokerage services; stocks and bonds brokerage; securities brokerage; brokerage services relating to mutual funds and debt instruments; credit card and debit card services; management account services; insurance underwriting services; provision of information and advice in the fields of finance and investment; provision of insurance premium quotations; provision of access to computer data bases in the field of financial investments; provision of information concerning municipal bond prices and availability; stock price and other finance data quotation services; financial analyses, advisory and consultancy services relating to all the foregoing; investment advice; all included in Class 36.

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.

Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signaling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data media, sound recording disks; compact disks, DVDs and other digital recording media; mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment, computers; software; fire-extinguishing apparatus.

Printed matter (printing products); stationery; instructional or teaching material (except apparatus).

Providing technical assistance to charitable organizations, and to individuals and other organizations for charitable purposes.

Grant making and making loans for public benefit purposes, both domestically and internationally.

Brokerage services; stocks and bonds brokerage; securities brokerage; brokerage services relating to mutual funds and debt instruments; credit card and debit card services; management account services; insurance underwriting services; provision of information in the fields of finance and investment; provision of insurance premium quotations; provision of access to computer data bases in the field of financial investments; provision of information concerning municipal bond prices and availability; stock price and other finance data quotation services; financial analyses; consultancy services related to foregoing; all included in Class 36; but not including financial consultancy services relating to the aforesaid and not including investment advice.

Computers; data processing apparatus; magnetic data carriers; recording discs; parts and fittings for all the aforesaid goods; computer programs; computer software; all included in Class 9.