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Financial services; namely, investment brokerage services, and investment advice and management in the fields of financial securities, stocks, bonds, mutual funds, money market funds, stock options, and indices of financial securities; securities brokerage account services with an interest-bearing service for cash between investments, electronic cash transactions, and margin loan services; providing information and analysis in the fields of finance, investment, financial planning, and investment strategy; providing portfolio management services; financial decision making investment research, monitoring investment value and performance of investment research, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment timeframe; providing financial information, by phone and by online means in the field of investment account information and financial research, and providing an online computer database in the fields of investing, finance, financial planning, financial news, financial information, and analysis in the fields of investing, finance and financial planning; financial investment in the field of variable insurance; cash management account services; fixed income investment services; annuity investment services