Investment industry research printed reports featuring comprehensive and multi-channel evaluation of investment advisors' awareness, perceptions, usage and loyalty towards different investment product manufacturers and distributors

Computer software for providing an on-line document management database for use by financial planning professionals

Computer software for providing an on-line document management database for use by financial planning professionals

Financial information provided by electronic means; Mutual fund brokerage; Mutual fund distribution

Computer software for use by funeral industry professionals in planning for and arranging funerals, and user manuals distributed therewith; integrated computer systems packages for use in the funeral industry, comprising computer hardware, computer software for use in planning for and arranging funerals, user manuals distributed therewith, monitors, keyboards and printers, computer furniture and other components and parts therefor, sold as a unit

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

COMPUTER SOFTWARE FOR USE IN PROVIDING AGRO-CHEMICAL PRODUCT INFORMATION, CROP INPUT MANAGEMENT AND FOOD PROCESSING AGRO-CHEMICAL PRODUCT CONTROL IN THE FIELD OF AGRICULTURE AND FOOD PRODUCTION

Providing registered investment advisers, investment adviser representatives, financial advisors and others who provide investment-related financial services with access, through an Internet portal, to comprehensive, centralized technology to conduct and manage the day-to-day aspects of their businesses, namely, client relationship management, marketing and sales support, financial planning, proposal generation, account reporting, and practice operation services, consisting of account managem...

Providing an Internet web site that provides information and permits on-line discussion regarding mortgage loan software

Financial services, namely allowing users, both individually and as financial intermediaries acting for their customers, securely to access securities investment accounts, to create, modify, and organize securities investment account data, and to engage in trading, purchase, redemption, and exchange of securities, all by means of one or more web sites on a global computer network

computer software for use by investment advisors; namely, communications program for accessing and retrieving client investment brokerage transaction and account information

Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial management services; providing financial information by electronic means

Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial management services; providing financial information by electronic means

Donor-advised investment of funds for charitable purposes; charitable fund raising services; financial management services; providing financial information by electronic means

Computer software for database and file management

Computer operating software

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