| Goods and Services | Advice on finance during retirement; Advice relating to investments; Advisory services relating to mutual funds; Business, stock option and pension valuation services; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, comprehensive personal wealth management; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial information and evaluations; Financial investment analysis and stock research; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Fund investment consultation; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance consultation; Insurance services, namely, insurance eligibility review and verification and consultation in the disability insurance industry; Insurance underwriting consultation; Investment advice; Investment advice in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning; Investment advisory services; Investment consultation; Investment consultation in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning; Investment management; Investment management in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning; Investment risk assessment services; Management of portfolios comprising securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of financial stock and equity markets; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Public equity investment management; Research related to financial instruments; Trading in securities; Trust management accounts |
