printed materials, publications, periodicals, books, booklets, brochures, pamphlets, instructional and teaching materials, and newsletters

Educational services, namely, providing classes, seminars, conferences, workshops, tutoring, instruction and consultation concerning careers, professional training, and curriculum development in the fields of test preparation, professional training, curriculum development and academic subjects taught at the elementary, secondary, college, graduate and professional levels

business education and training services, namely, providing coaching services in the field of financial services; business education and training services, namely, providing business education programs to employees and executives in the field of financial services; business training in the field of financial services; computer education training; educational services, namely, conducting classes in the field of financial services and distribution of training materials in connection therewith; ...

computer hardware and software for testing networks

portable radio communications receivers and parts thereof; computer software for use in coding applications and changing features of portable radio communications receivers

Financial consultation; Financial services, namely, wealth management services

Advertising and marketing services; Business marketing consulting services; Design of advertising brochures for others; Advertising services, namely, creating corporate logos for others; Concept and brand development in the financial services field

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

Advertising, marketing and promotion services

Marketing and public relations consultancy services

PROVIDING ONLINE INFORMATION TO CONSUMERS ABOUT FINANCIAL ADVISORS

Financial data analysis, namely, compiling and analyzing statistics, financial data and other sources of information for preparation of consumer reports

Business management consulting, strategic planning and business advisory services provided to financial advisors; Management on behalf of industrial and commercial enterprises in terms of supplying them with office requisites; Providing business support staff services; Providing office support staff services

financial analysis and consultation

marketing of services to independent financial advisors to enhance business such as websites, financial planning software, business methods

institutional brokerage and money management services for professional investment advisors

institutional brokerage and money management services for professional investment advisors

annuity underwriting

financial services, namely administering, answering questions, processing orders and providing information about 401(K) accounts

Computer software for use by financial service providers to conduct surveys and to assemble and manage information relating to retirement plans; computer software for managing the distribution of information about such plans to employees; computer software for producing printed informational materials and records in the field of retirement plans

Computer software for use by investment advisors to create marketing materials

Insurance underwriting in the field of professional liability

Business succession planning; Business continuity planning; Business strategic planning services; and Business consultation with regards to arranging and conducting the sale of financial advisors' businesses

insurance agency services, insurance brokerage services, and insurance administration services in the fields of alternative risk, casualty, property, liability, accident, automobile, medical, life, surety, and terrorism insurance; consulting in the field of insurance claims adjustment; consulting in the fields of financial risk management and international financial risk management; financial risk management, international financial risk management; actuarial services; insurance services in t...

business consulting on the subject of the sale of financial advisor businesses

business education and training services, namely, providing coaching services in the field of financial services; business education and training services, namely, providing business education programs to employees and executives in the field of financial services; business training in the field of financial services; computer education training; educational services, namely, conducting classes in the field of financial services and distribution of training materials in connection therewith; ...

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

Educational services, namely, conducting live and online seminars, workshops, webcasts, webinars in the field of professional development and distribution of course and educational materials in connection therewith; Professional coaching services in the field of professional development; Providing a website featuring blogs and non-downloadable publications in the nature of articles, program flyers and newsletters, checklists, special reports in the field(s) of professional development; Provid...

Fund investment consultation; Financial services, namely, investment fund transfer and transaction services

life insurance underwriting and annuity underwriting

Software as a service (SAAS) services featuring software for processing data in the field of asset and portfolio management tools; Platform as a service (PAAS) featuring computer software platforms for processing data in the field of asset and portfolio management tools

Downloadable podcasts in the field of financial industry information for financial advisors

Radio pager with PC connectivity and organizer features, such as scheduling, and event alert, among others, and instructional manuals distributed as a unit therewith

Financial planning, financial advice, insurance brokerage services, lead generation for others in the fields of financial investments, insurance, mortgage, loans and credit cards

Software development and product development in the field of financial planning

computer programs that use expert system technology to provide advise to accountants, attorneys, and general business organizations, regarding various specific issues; namely, employee versus independent contractor advise, organization form selection advise, and pension selection advise

Providing a secure web-based service featuring a wide range of investment products and practice management tools for independent financial advisors

Providing a secure web-based service featuring a wide range of investment products and practice management tools for independent financial advisors

Advice relating to investments; Financial planning and investment advisory services; 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Education services, namely, providing tutorial sessions in the field of investing and finance; Production and distribution of videos in the field of investing and finance

Providing information, commentary and advice in the field of finance, financial investments and financial valuations

OPERATING A WEBSITE PROVIDING A RATINGS SERVICE FOR FINANCIAL ADVISORS

Advertising copywriting; Business management and advice; Copy writing for advertising and promotional purposes; Development of marketing strategies and concepts; Development of marketing strategies, concepts and tactics, namely, audience development, brand awareness, online community building and digital word of mouth communications; Development, creation, production, and post-production of advertising content

Consulting services in the field of supply chain management; Providing an on-line computer database in the fields of health care cost, accounting, labor assessment and operational productivity data

Educational services, namely providing live and on-line conferences, classes, seminars and workshops in the field of financial management and planning

SUNGLASSES

ADVISOR SUPPLIER EXCHANGE

Financial advisory and consultancy services; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information processing; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial management via the Internet; Financial research and information services; Financial restructuring services; Providing financial information; Providing investors wit...

Advertising services, namely, promoting the brands, goods and services of others; Advertising and marketing services, namely, promoting the goods and services of others; Association services, namely, promoting public awareness of veteran owned and operated organizations; Endorsement services, namely, promoting the goods and services of others; Marketing services, namely, promoting or advertising the goods and services of others; Promoting public awareness of veteran owned and operated organiz...

Providing non-downloadable podcasts featuring guidance, advice, and information in the fields of employment and advisors' transition, practice management and business consulting for financial services professionals