| Goods and Services | Advice relating to investments; Brokerage services for capital investments; Commodity investment advice; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial due diligence; Financial due diligence services in the field of real estate; Financial evaluation for insurance purposes; Financial exchange; Financial forecasting; Financial guarantee and surety; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial management; 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 portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the field of money lending; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, business fund raising provided over a computer network such as the Internet; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, credit repair and restoration; Financial services, namely, debt settlement; Financial services, namely, electronic remote check deposit services; 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, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, loss mitigation services for under- or non-performing mortgage loans; Financial services, namely, mortgage planning; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the Internet and intranet systems; Financial services, namely, savings programs for youths; Financial trust operations; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Hedge fund investment services; Insurance and financial information and consultancy services; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Leveraged buy outs and investments in financially distressed or under performing companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Merchant banking and investment banking services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Private equity fund investment services; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing financial information; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing on-line financial calculators; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing post-compliance financial reviews for the mortgage industry; Provision of financial information; Public equity investment management; Real estate investment; Real estate investment services in the nature of purchasing and selling of real estate for others; Securities trading and investing services for others via the Internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services |
