Securities and investment fund trading for others via an electronic trading platform; financial services, including fund transfer and transaction services, via an electronic trading platform; risk management

investment services; namely, annuity investment

Advertising, promotion, and marketing services in the nature of personnel recruitment and business consulting to licensed insurance agents in the nature of providing the agents with marketing information and product knowledge; marketing services in the nature of the design and strategy of marketing campaigns utilizing word of mouth, viral videos, and experimental marketing programs; dissemination of advertising, scheduling and managing of training courses and programs for insurance agents to ...

Business Management Services, namely, providing Client Relationship Management Services in the fields of insurance and finance; Business Management Consulting Services relating to Client Relationship Management

Computer software that provides web-based access in the field of the insurance and investment industry as it relates to the sale of annuity products, sale of life insurance, and financial planning; computer software that provides web-based access to an Independent Marketing Organization in the field of marketing certain insurance products and services to licensed insurance and investment producers; computer software for use in Customer Relationship Management (CRM) to assist insurance profess...

Banking services including deposit and loan accounts as part of a wealth management package for high net worth individuals

BUSINESS MARKETING CONSULTING SERVICES TO INSURANCE AND FINANCIAL INDUSTRY

Newsletter providing financial information on investments, namely, stocks, bonds, options and mutual funds, directed to individual investors

Financial services, namely, designing and distributing financial products in the nature of financial planning and mutual fund distribution; Financial consulting services, namely, providing investment strategy on financial products

Educational services, namely, providing trainings and workshops in the field of insurance, financial planning and retirement planning; Video production services for others

Educational services, namely, providing trainings and workshops in the field of insurance, financial planning and retirement planning; Video production services for others

Insurance brokerage

Insurance brokerage

Insurance wholesaling service

Advertising and marketing

Advertising and marketing

Video production services for others

Advertising and marketing services, namely, promotion of insurance and financial services on behalf of others

Advertising and marketing services, namely, promotion of insurance and financial services on behalf of others

Insurance and financial

Design of specialty interior and exterior environment settings

Accounting consultation; Accounting for third parties; Accounting services; Administrative accounting

Investment advisory services

ACCOUNTING AND BUSINESS CONSULTING SERVICES; NAMELY, TAX PLANNING AND RETURN PREPARATION, REPRESENTATION BEFORE THE IRS, FINANCIAL STATEMENT PREPARATION, MANAGEMENT ADVISORY SERVICES, BOOKKEEPING SERVICES, BUSINESS DEVELOPMENT SERVICES AND BUSINESS SUCCESSION PLANNING

Charitable services, namely, providing educational mentoring to students pertaining to charitable giving for community betterment projects

Business marketing consulting services for the financial planning and management industry

Business consultant services in the field of corporate governance

Trustee and custodial services

Application service provider (ASP) featuring software for use in the field of desktop sharing and live video conferencing to provide professional advisors such as independent financial advisors, spiritual guides, legal advisors, tax advisors, liability advisors, fitness advisors, Coaches, Real Estate Asset Advisors, Insurance Advisors, Political Advisors or enterprise corporations which leverage professional advice as a service with a method to deliver a live, interactive presentation, recomm...

Insurance agency and brokerage

Insurance agency and brokerage; Insurance brokerage services

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

Mortgage lending; mortgage refinancing; mortgage banking; mortgage procurement for others; mortgage servicing, namely, mortgage payment processing, and financial administration of mortgage escrow accounts

Computer software for the management of investments and securities

research services for the investment management community in the nature of providing access for direct consultation or broad surveys to a network of expert advisors and industry professionals in specialized industry sectors, namely technology and telecom, healthcare and biomedical, energy and industrials, consumer goods and services, legal and regulatory affairs, and accounting; research services for the investment management community in the nature of providing access to a database of indust...

Financial consulting; Financial management; Financial planning; Financial portfolio management

Financial asset management; Fund investment consultation; Funds investment; Mutual fund analysis services; Mutual fund development services; Mutual fund investment; Mutual fund planning services; Trust management accounts; Mutual funds and capital investment

Educational services, namely providing seminars and workshops in the fields of business strategy

Business planning services; business management consulting regarding strategy, marketing, client management, technological capability and profitability; evaluations and reports relating to business matters

Financial and investment publications and services

banking services

Installation, maintenance and repair of computer hardware and computer peripheral equipment

Providing information in the field of accounting, tax preparation and financial records management via the Internet

charitable fund raising consultation to philanthropies, charitable and other not for profit organizations

business auditing and business consultation services; business advisory services, consultancy and information services; business organization consulting services; business management consulting services; business advisory and management services relating to operating model and business systems effectiveness, business restructuring; business consulting in the field of formulating business models; business restructuring services in the nature of business organization advice; business consultanc...

Legal services

Entertainment services, namely, providing non-downloadable podcasts featuring guidance, advice, and information in the fields of business and financial services

FINANCIAL ADVISORY AND CONSULTANCY SERVICES; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT MANAGEMENT

Investment management; financial portfolio analysis services; financial advisory and consultancy services

Investment management; financial portfolio analysis services; financial advisory and consultancy services