MORTGAGE BROKERAGE SERVICES

personnel placement and recruitment; consultancy of personnel recruitment; providing on-line interactive employment counseling and recruitment services; recruitment and placement of personnel in the field of financial advisors; business consultancy, namely, advising retiring financial advisors or advisor groups on the sale, transfer, and restructuring of their business

Financial consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance

Providing Internet-based non-downloadable software that provides integrated business networking and business management software tools for individuals and companies doing business in the financial services industry

Providing a website featuring on-line non-downloadable software that provides financial information in the nature of business management

Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence

We work with seasoned financial advisors to help turn their existing business into a more robust and efficient well-oiled machine poised to succeed in this ever-changing environment. We uncover areas for enhancement within their business using a holistic approach to identify gaps and opportunities in their existing marketing, sales, and operations. We work an internal team with profound experience in each of these areas but we also partner with industry experts in areas such as: social media,...

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, mutual funds, real estate, futures and other securities, and the investment of funds of others; Financial and investment information, advice, analysis, consultation, research, planning and management services; Financial asset management; Trust management accounts; Estate trust management

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, mutual funds, real estate, futures and other securities, and the investment of funds of others; Financial and investment information, advice, analysis, consultation, research, planning and management services; Financial asset management; Trust management accounts; Estate trust management

Administration of employee benefit plans concerning insurance and finance; Consulting and information concerning insurance; Consulting services in the field of retirement plan administration; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Design and development of insurance policies for others; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial planning; Financial planning and investme...

Financial administration of investment advisory services, investment fund management and educational resources; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, investment advisory services, investment fund management and educational resources; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial plannin...

Providing information in the field of human resources to professionals via a computer network

Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Global investment research services; Investment consultation; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with ...

Travel agency and travel information services, namely, providing cruise and cruise-related information, and making reservations and bookings for cruise and cruise-related transportation

Life insurance underwriting; Insurance services, namely, underwriting, issuing and administration of life insurance

FINANCIAL INVESTMENT SERVICES

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