9
Downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; computer software for use in obtaining access to, and enhancing the user's experience of, an internet web site which provides news and information and a platform for interactive discussions, participating in polls and surveys, and social-networking
35
Providing an interactive website for client feedback and collaboration where clients can analyze an idea or prototype such as an advertisement, brochure, pamphlet in order for clients to provide feedback for future materials directed to clients
36
Financial services, namely, investment management services, financial planning services, mutual fund investment services, securities brokerage services and financial information provided by electronic means; Providing information in the financial and investment fields; providing an interactive website in the fields of investing, finance, saving, financial planning, financial news, financial information, analysis in the fields of investing, finance, and financial planning, financial portfolio management, financial decision making, investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management
41
Educational services, namely, providing online publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management; providing information in the field of financial education to clients by means of an interactive internet web site
42
Computer services, namely, creating an online community for registered users to participate in discussions, get feedback from their peers, and form virtual communities; Providing use of on-line non-downloadable software in the fields of client collaboration, namely, the sharing and communication of ideas, insight, and feedback between clients and financial experts, and social networking; Providing an online community for users to engage in client collaboration, namely, the sharing and communication of ideas, insight, and feedback between companies and their customers, and to engage in social networking related to the online customer collaboration community
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