Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis; Business consulting and management in the field of clinical trials, namely, clinical data and regulatory submission management on behalf of medical, biopharmaceutical and biotechnology companies to assist them with clinical research, clinical trials and applications for drug approval; Business management consulting, str...

business support services to financial advisors; business support services in the fields of finance and investment; business management and payroll administration and management services; human resource management services, namely, serving as a human resources department for others; financial records management, namely, maintaining records of financial account balances and transactions; fund accounting services; business marketing services for others; operational business assistance to enterp...

Educational services, namely, training of financial advisors in the field of financial planning and providing training courses for financial services companies in the field of financial planning; Educational services, namely, providing non-downloadable videos in the field of financial planning via the Internet; Educational services, namely, providing seminars, workshops, and non-downloadable webinars in the field of financial planning

Business management consulting; Business management consulting, strategic planning, practice management and business advisory services, all provided to financial service providers; Professional business consulting

Computer software for financial advisors and financial services companies featuring information on business and financial advising for use in providing marketing and business training to financial advisors and their staff; Downloadable written templates for creating financial planning documents and forms, all in the field of financial planning

Business consulting and financial information services, namely, verifying the performance of financial and investment managers

Computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and reports for college and university advising and counseling centers

Financial Advisor tracking company

financial services, particularly online brokerage services provided in a global computer information network

SECURITIES TRADING AND BROKERAGE SERVICES; PROVIDING FINANCIAL INFORMATION VIA A GLOBAL COMPUTER INFORMATION NETWORK

TRUST SERVICES, NAMELY, INVESTMENT AND TRUST COMPANY SERVICES INCLUDING TRUST MANAGEMENT, PLANNING, OPERATION, AND ADMINISTRATION

financial analysis and consultation services, namely, providing guidance in the selection of financial managers, registered investment advisors, fiduciaries, and similar financial and investment consultants; providing financial portfolio management services; financial planning, namely, developing investment strategies

financial analysis and consultation services, namely, providing guidance in the selection of financial managers, registered investment advisors, fiduciaries, and similar financial and investment consultants; providing financial portfolio management services; financial planning, namely, developing investment strategies

Financial analysis and consultation services, namely, providing guidance in the selection of financial managers, registered investment advisors, fiduciaries, and similar financial and investment consultants; providing financial portfolio management services; financial planning, namely, developing investment strategies

Providing an on-line computer database in the fields of health care cost, accounting, labor assessment and operational productivity data

Computer software for use in database management in the field of financial planning, investment management, investment analysis, portfolio allocation and recommendations for selecting specific financial advisors and instruments

PROVIDING INFORMATION IN THE FIELD OF FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENT ANALYSIS, PORTFOLIO ASSET ALLOCATION, AND RECOMMENDATIONS FOR SELECTING SPECIFIC FINANCIAL INSTRUMENTS USING INTERACTIVE ON-LINE SERVICES OFFERED VIA GLOBAL COMPUTER NETWORK

Printed materials regarding financial planning, investment management, investment analysis, portfolio allocation and recommendations for selecting financial instruments and advisors, namely, newsletters, magazines, periodic reports, books, customized investor reports and investor statements

Financial analysis and consultation

Financial Analysis and Financial Planning

Software as a service (SAAS) services, namely, hosting software for use by others to create and manage interactive custom portals for financial advisors with content management capabilities supporting security, regulatory compliance, and integration with that financial advisors' portfolio accounting system to provide electronic availability of statements and interactive reports and charts specifically designed for use by advisors of that firm

computer software to help investment advisors conduct marketing and sales and develop and maintain databases related thereto, and to help investors and investment advisors conduct investment research, perform investment analysis, perform trading operations, perform financial accounting, and prepare tax compliance information and prepare regulatory compliance documents, but not to compare variable annuities to other investments

investment advisory management and consulting services, excluding comparing variable annuities to other investments

provision of an electronic marketplace for purchasers and vendors of financial services; financial information services; financial transaction processing services; provision of on-line computer programs for financial calculations; provision of financial information and financial reference materials; brokerage services; provision of an electronic marketplace for purchasers and vendors of financial services which includes a provision of a facilities chequing account; advertising, marketing and ...

Providing temporary use of non-downloadable web-based data access and delivery software that provides real-time access to portfolio and data activity for investment advisors

design and development of web sites for others

Financial portfolio management, financial planning consultation, financial investment management, and investment consultation

providing financial and investment information using the global computer information network

ON-LINE BUSINESS REFERRALS SERVICES NAMELY, PROVIDING MATCH UP SERVICES BETWEEN INDEPENDENT PROFESSIONALS OF DIFFERENT VOCATIONS AND LOCATOR SERVICES TO MATCH CONSUMERS WITH INDEPENDENT PROFESSIONALS IN THEIR AREA

Financial advisory and consultancy services, namely, providing AI/ML-powered risk tolerance assessments, investment strategies, portfolio management, financial planning, and personalized behavioral feedback systems.

Personnel placement and recruitment services; employment counseling; business consultation services; personal counseling services, namely, employment counseling, human resources consultation of individuals and providing career information; business advisory and advice services; employee assistance services, namely, providing employee information; business mergers and acquisitions consultation and promoting special events of others

Scientific and technological research in the field of medication and pharmaceutical consultation, stored and accessed via a web-based software program, for the purposes of design and development of medication care planning and medication use review.

Financial services, namely, providing financial management services and financial information to financial advisors, and providing information in the field of financial advisement over computer networks and global communication networks

Financial services rendered to investment advisors, namely, providing financial news, account information, investment fund performance information and other information relating to investments and financial issues; some or all of which information may then be made available by investment advisors to others by means of sites of a global computer network

providing financial information, providing information about investment accounts, providing investment management services, and providing mutual fund investment services; all by means of a global computer information network

Car sun visor for day and night use; visors for vehicles, namely, window visor, roof visor, hood visor, rear window visor, sun visor, and windshield visor

Golf clubs

Golf Clubs

insurance services for replacement of jewelry, gemstones, watches, sterling, crystal, porcelain, china and giftware items

Business marketing consulting services; Development of marketing strategies and concepts

Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial information, consulting, research services, and fiduciary representative services, all relating to finance and investments

financial investment management and advisory services

financial investment management and advisory services

financial investment management, analysis, and consultation services, and estate trust investment management services

Consultation and research in the field of aerospace engineering; Consulting services in the field of industrial engineering

Educational services, namely, providing training of best practices related to key compliance topics for certification in the field of finance; Educational services, namely, providing training of compliance for certification in the field of investment management

Advertising, promotion and marketing services in the nature of e-mail blast campaigns for others; Business research and business data analysis services; Marketing services; Sales management services; Providing business information in the field of social media; Providing marketing consulting in the field of social media

Investment management

Event marketing; Marketing services; Marketing consulting; Online marketing services; Digital marketing services; Influencer marketing services; Promotional marketing services; Advertising and marketing; Targeted marketing services; Marketing advisory services; Direct marketing services; Marketing plan development; Business marketing services; Marketing consulting, namely, development of marketing campaigns for others; Business marketing consulting services; Direct marketing consulting servic...

Advisory and consulting services in the field of ethics, compliance, and governance policy interpretation; providing information on ethical standards, moral risk analysis, and organizational fairness verification; legal policy consulting featuring adaptive decision analysis and bias evaluation tools.