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

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 advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment 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

Recruitment and placement of personnel in the field of financial advice and wealth management; Consultancy of personnel recruitment; Employment recruiting consultation; Employment recruiting services; Employment counseling and recruiting; Employment hiring, recruiting, placement, staffing and career networking services; Executive recruiting services; Personnel recruitment; Personnel recruitment services; Personnel recruitment services and employment agencies; Personnel placement and recruitme...

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

Business coaching services, namely, business training directed to marketing of financial services and wealth management services; education services, namely, providing podcasts and video podcasts for the purpose of training and advice pertaining to marketing in the fields of financial services and wealth management services

Providing advertising, marketing and promotional services for the financial industry

Financial portfolio advisory services relating to 401(k) retirement plans.

Online financial information services offering access to financial research content and analytic capabilities

Arranging and conducting business seminars in the field of Financial Services

Providing non-downloadable online newsletters in the field of financial information

Providing non-downloadable on-line newsletters in the field of finance

Insurance agencies in the field of property, casualty, personal property in the nature of automobile and motorcycles, homeowners, renters, and flood, commercial liability, commercial property, workers compensation, cyber liability, and directors and officers insurance; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consulting in the field of property, casualty, personal property in the nature of automobile and motorcycles, h...

Insurance agencies; Insurance consultation

Insurance agencies; Insurance consultation

Insurance brokerage

Business advisory services in the field of insurance case management, license and contract services; Marketing consulting

WEBSITE DESIGN FOR THE FINANCIAL SERVICES INDUSTRY

PROVIDING SEARCH ENGINE OPTIMIZATION FOR THE FINANCIAL SERVICES INDUSTRY

Insurance brokerage services

Comprehensive consultancy services for financial advisors, registered investment advisors, and broker dealers in the nature of coaching, practice management, and merger and acquisition services

Magazine featuring profiles on and information about the lives and lifestyles of financial advisors

Advice in the field of business management and marketing, namely, advertising, promotion, marketing and business strategy for financial advisors, investment advisors, accountants and attorneys; professional business consultation; business organization advice, namely, providing critical information to business professional who need to make decisions for near term and long term strategic planning

Software as a service (SAAS) services featuring software for providing data analytics and for obtaining, storing, organizing, managing, collecting, tracking, monitoring, analyzing and reporting data; software as a service (SAAS) services, namely, hosting software for use by others for application and database integration and hosting software for use in customer relationship management; providing temporary use of online non-downloadable software development tools for the creation of mobile int...

Downloadable software in the nature of a mobile application for providing data analytics and for obtaining, storing, organizing, managing, collecting, tracking, monitoring, analyzing and reporting data; computer application software for mobile phones and devices for providing data analytics and for obtaining, storing, organizing, managing, collecting, tracking, monitoring, analyzing and reporting data; computer software, namely, downloadable software development tools for the creation of mobi...

Educational services, namely, providing real-time and archived webcasts and online seminars in the field of health care topics relevant to the healthcare industry

Direct-mail magazine featuring news and advertisements of businesses

Providing financial information in the form of advisor-branded educational materials, social media posts and videos in the fields of social security, retirement planning, estate planning, sound investing, divorce, college funding, business succession, protecting human capital with life insurance, and other financial topics

educational publications, namely, training manuals in the fields of financial services and leadership development; printed material, namely, surveys and assessments in the field of educator training and performance; printed training materials in the fields of financial services and leadership development; printed instructional, educational, and teaching materials in the fields of financial services and leadership development; printed publications, namely, brochures, booklets, and teaching mat...

financial services, namely, financial planning and financial advisory services

Providing financial information by means of the Internet

Financial Services Sales, Distribution, and Marketing

training services in the field of business growth for financial professionals

Computer software for use in customer relationship management (CRM)