Entertainment services, namely, providing podcasts in the field of financial industry information for financial advisors; On-line journals, namely, blogs featuring 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

COMPUTER HARDWARE AND COMPUTER PERIPHERAL DEVICES, COMPUTER SOFTWARE FOR USE IN MONITORING DATABASE SECURITY SYSTEMS FOR THE INTERNET AND ELECTRONIC BUSINESS BY PREVENTING AND/OR DETECTING DATABASE INTRUSION IN THE FIELD OF INTERNET AND ELECTRONIC BUSINESS SECURITY

FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS

Software as a service(s) (SAAS) featuring software for the use in client management, namely, the transmission of emails, surveys, and other multimedia content to other individuals

Business training; training services in the field of financial advising, financial advisory practice

Educational services, namely, practice management courses for company business executives; Educational services, namely, practice management courses for leadership practices; Educational services, namely, providing classes, seminars, and workshops in the field of business management, leadership and wealth management; Online educational services, namely, offering online non-downloadable courses, webinars, and virtual workshops in business management, leadership and wealth management

Platform as a service (PAAS) featuring computer software platforms for use in providing wealth management advisors end client financial information; Platform as a service (PAAS) featuring computer software platforms for connecting wealth management advisors and clients

Life coaching services in the field of male personal development

long-term consulting to CEOs of technology-based companies on entrepreneurship, business planning, strategy, product development, funding, and general management

Advice relating to investments; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial portfolio analysis services; Financial portfolio management; 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, a total portfolio offering for high net wor...

Financial advisory and consultancy services; Financial planning; Investment management

Periodical publication, namely, a magazine containing information of interest to insurance and financial advisors

Periodical publication, namely a magazine for people in the insurance and financial services industry

periodical publication, namely, a magazine containing information of interest to insurance and financial advisors

Printed periodicals in the field of information of interest to insurance and financial advisors

periodical publication, namely a magazine for people in the insurance and financial services industry

Assistance, advisory services and consultancy with regard to business planning and business management

collection of advanced software, based on unique mathematical algorithms, which perform data preparation, knowledge discovery, pattern recognition, clustering, classification, inductive learning and other intelligent information processing tasks, used for the purpose of advanced data mining and modeling

A collection of advanced software routines that perform pattern recognition, data analysis, clustering, classification, inductive learning and other intelligent information processing tasks

online investment brokerage and financial planning

Computer software for asset management and financial planning in the field of financial and investment services

Research reports featuring quantitative data and analyses of investor attitudes

Seminars and workshops in client relations, client approaches, client care and client retention in the fields of financial analysis, financial consultation, financial planning and financial management for financial planners and financial consultants

Providing online newsletters in the field of investments via e-mail

Providing a website featuring non-downloadable articles in the field of financial industry news, investing strategies, financial planning, practice management, and wealthtech; Providing on-line newsletters in the field of financial industry news, investing strategies, financial planning, practice management and wealthtech

Application service provider ("ASP") featuring software in the field of financial services supporting investment advisors and managers

Miscellaneous service marks, namely, advertisements for services associated with computer software consulting for global computer networks, local area networks and wide area networks for providing decision support tools, individual financial modeling, management, planning, and online data transactions

Computer software for global computer networks, local area networks and wide area networks for providing decision support tools, individual financial modeling, management, planning, and online data transactions

Computer software for global computer networks, local area networks and wide area networks for providing decision support tools, individual financial modeling, management, planning, and online data transactions

Miscellaneous service marks, namely, advertisements for services associated with computer software consulting for global computer networks, local area networks and wide area networks for providing decision support tools, individual financial modeling, management, planning, and online data transactions

Providing financial planning information, namely, risk assessment, asset allocation and portfolio management functionality to investment professionals via a global computer network

Providing information, products and services for investment management professionals, namely, providing information and services via computer networks and global communication networks in the fields of financial services, investment management and investment marketing. Provide relevant links to assist investment professionals in their marketing efforts and activities.