Providing online non-downloadable contact management software for financial advisors to create, schedule and monitor regular and personalized client contacts, to create and send customized electronic newsletter, to create and manage personalized websites in the field of financial services

Computer software, namely, downloadable and computer software recorded on data media, for use in financial planning related to financial and investment products and services

Educational services, namely, arranging and conducting conferences, training events and collaborative workshops in the field of annuities and life insurance

Providing on-line facilities featuring transaction order entry, order directing and order confirmation services to customers in the field of investing

Administration of a program for enabling participants to obtain advice for tax issues and discounts on products and services; Business administration of a program for enabling participants to obtain advice for legal issues

Platform-as-a-service (PAAS) services featuring computer software platform applications for customization and workflow management of client investment and financial portfolios

Software as a service (SAAS) services featuring software for retirement planning, marketing software for use by financial advisors, finance managing software for use by financial advisors, planning software for use by financial advisors

Providing a website featuring temporary use of non-downloadable software using artificial intelligence for advisors to improve their focus on identifying business challenges with their clients and addressing potential areas where consultants can enhance growth

Financial services, namely, establishing a network of financial advisors and financial institutions on a computer platform that will enable the financial advisors to compile financial information concerning their clients and present pre-qualified loan products to their clients and, upon acceptance by the clients, deliver originated loan applications to the financial institutions via electronic means; electronic loan screening and referral services; providing financial and other information fo...

Application service provider featuring software for use in financial account balancing and monitoring in the field of investments management

Application service provider featuring software for use in financial account balancing and monitoring in the field of investments management

BANKING AND FINANCIAL SERVICES NAMELY FINANCIAL CUSTODIAL SERVICES

Providing temporary use, by authorized securities brokers and account representatives, of non-downloadable software that allows users to customize the manner in which they view financial account data and relevant non-financial information about their clients, conduct analyses of their clients' holdings and financial positions, process the brokerage of securities and other investment product transactions in the nature of variable and fixed annuity products, conduct financial research, conduct ...

collected, organized and computerized data in pamphlet form featuring information about investment advisors for use by private investors

computer programs for use in recordkeeping by retirement plan administrators, and user manuals and telephone support services, therefor, all sold as a unit

Training services for insurance and financial service advisors in the field of best practices in insurance and financial services using technology to effectively manage their operations

Individual performance coaching and performance group coaching for producers, sales managers and general agents, and training programs for new and current sales associates in the financial services industry

Referring independent registered investment advisors to clients who request investment advice

Financial Advisory Service

Banking services; Electronic banking via a global computer network; Financial trust operations; Financial trust planning; Trust management accounts; Trust services, namely, investment and trust company services

Trust services, namely, investment and trust company services

Investment management and consulting services delivered electronically via the internet, namely, financial advice and investment management for investors

computer hardware and software for testing networks

portable radio communication receivers and transmitters, pagers and operator manuals sold or distributed therewith, replacement parts for the foregoing goods and software for programming and operating the foregoing goods

business consulting on the subject of continuity planning for financial advisor businesses

PROVIDING AN ON-LINE COMPUTER WEB SITE THAT PROVIDES BUSINESS ASSISTANCE AND MANAGEMENT IN THE NATURE OF COMMERCIAL FINANCIAL TRANSACTION DATA, ACCOUNT MANAGEMENT, FINANCIAL REPORTING, ACCOUNTING FEATURES AND RELATED REFERENCE INFORMATION

Providing online non-downloadable software for use in analyzing mortgage loan data

Financial advice and consultancy services; Financial consultation in the field of wealth management; Financial consultation in the field of investment management; Financial advice; Financial consultancy; Financial consulting; Providing financial consultation services to high net worth individuals; Providing financial consultation services to high net worth families; Providing financial consultation services to nonprofit organizations

Financial advice and consultancy services; Financial consultancy; Financial consultation in the field of wealth management; Financial consultation in the field of investment management; Financial consulting; Providing financial consultation services to high net worth individuals, families, and nonprofit organizations

Educational services, namely, conducting programs in the field of business development

business teaching services, namely, providing assistance in development of business strategies and creative ideation; marketing plan development

Business assistance, advisory and consulting services in the field of marketing and business strategy

Data compiling and analyzing in the field of insurance; Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Providing insurance agent referrals

Financial services, namely, analysis and management of financial investment portfolios; providing information and analysis relating to financial investments based on machine learning; financial investment data analysis

Financial advisory and consulting services, namely, the development and implementation of personalized strategies to achieve financial security in retirement

computer hardware and software for testing networks

Financial management and investment services for registered investment advisors, namely, financial planning services, investment brokerage services, investment advisory services, investment management services, and individually managed account services

Providing temporary use of on-line non-downloadable software development tools for financial planning; Providing temporary use of a non-downloadable web application for financial planning

Investment consulting; financial services, namely, investment management, investment advice, funds investment, investment consultation and investment of funds for others; financial planning for retirement; investment advice in the fields of finance and retirement; investment management in the field of retirement; financial planning for retirement, namely, providing a framework for financial and retirement planning, providing outcome-oriented financial advice; financial advice, namely, providi...

investment and financial information services, namely, providing information via computer networks and global communication networks in the fields of investment, financial management, tax planning, budgeting, personal finance, real estate, home loans and financing, automobile loans and financing, vacation loans and financing

A feature of computer software for obtaining financial reminders and alerts

Business training in the field of leadership development, executive coaching, financial planning, youth sports management, construction company management, parent/holding company business structures; Leadership development training in the field of business, financial advisors, youth sports, construction, parent/holding company business structures; Consulting services in the field of business, financial advisors, youth sports, construction, parent/holding company business structures training; ...

Financial services, namely, providing financial advisory and planning services; cash management services; financial research services; financial information provided by electronic means; financial analysis and planning tools in the nature of online, interactive financial calculators, questionnaires, and software which assist the investor with asset allocation and selection of stock and mutual funds based on the customer's risk tolerances and investment goals

Business management and consultation in the field of financial advice

business management consulting in the fields of financial advisory firms

Business training in the field of financial advisor and Registered Investment Advisor services; educational services, namely, providing classes and workshops in the Registered Investment Advisor profession

Administration of college and higher education tuition investment savings programs; management and administration of a statutory trust that enables tax-advantaged savings for college and higher education tuition

Financial services, namely, analysis and management of financial investment portfolios; providing information and analysis relating to financial investments based on machine learning; financial investment data analysis

Providing on-line non-downloadable software for client acquisition, customer relationship management, business management and workflow management

Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Education services, namely, mentoring in the field of business management and personal development