GOLF CLUBS

services in the field of career development, namely, providing information via an on-line network and providing day to day job performance support tools

Software as a service (SAAS) services, namely, software allowing users to obtain advice regarding educational and career related goals, engage and obtain results from career and educational assessments, obtain insights regarding class, curriculum, and career recommendations, engage with career counselors, track goal attainment over time, and interact with friends, family, school counselors, teachers, educational leaders, and other users for additional accountability, motivation, and performan...

EDUCATIONAL SERVICES, NAMELY, CONDUCTING WORKSHOPS AND SEMINARS IN THE FIELD OF ETHICAL LEADERSHIP DEVELOPMENT, COMMUNICATIONS SKILLS AND A WELL-BALANCED LIFE

Financial management programs and services

Publication, namely, newsletters in the field of mutual funds, investing and financial planning

Printed publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management

downloadable electronic publications in the nature of newsletters, reports, guides, charts, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of investing, investments management, finance, financial planning, retirement planning, risk management, and financial portfolio management

financial consulting services in the field of bonds; providing an interactive website containing information relating to investments, namely bonds

Insurance brokerage services in the field of annuities, life insurance, disability insurance, and long term care insurance to insurance agents, financial planners, financial advisers, finance brokers, and registered independent advisers; Insurance consultancy to insurance agents, financial planners, financial advisers, finance brokers, and registered independent advisers; Insurance advocacy services on behalf of insurance agents, financial planners, financial advisers, finance brokers, and re...

MAGAZINE SUPPLEMENT PROVIDING FINANCIAL INVESTMENT INFORMATION

magazines concerning finance and investments

variable annuity underwriting services

annuity underwriting services

annuity underwriting services

Marketing services in the field of financial planning, namely, direct marketing services featuring the advertising of interactive seminars, classes and workshops of others

investment services

computer program providing on-line access to market data and news, financial planning resources, branch reports, account information, order entry, research marketing materials, and product information

Financial services namely, providing information to enable financial professionals and consultants in rendering financial advice to individual clients

Financial planning; financial consulting; financial analysis and research services; non-downloadable and downloadable software for financial professionals.

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 SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS

PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS

Software for Managing Leads and Clients data for Financial Advisors

Financial planning, namely, creating personalized strategies for achieving financial independence

Radio entertainment services, namely, a radio program featuring financing content for financial planners; radio entertainment production services, namely, producing content of radio programs featuring financial topics; education services, namely, a continuing program accessible by radio featuring financial topics; radio entertainment services, namely, a radio program featuring financial topics

Providing Internet based non-downloadable software to facilitate the delivery and access of third party information used by financial services professionals

Real estate services, namely, real estate brokerage, real estate consultancy, and real estate acquisition services

Providing online information featuring comparisons of automobiles

FINANCIAL CONSULTING SERVICES; FINANCIAL PLANNING; INVESTMENT SERVICES; FINANCIAL ASSET MANAGEMENT; RETIREMENT ACCOUNT SERVICES; PROVIDING INFORMATION AND ADVICE IN THE FIELD OF FINANCE, FINANCIAL INVESTMENTS, FINANCIAL VALUATIONS AND THE FINANCIAL ASPECTS OF RETIREMENT VIA PERSONAL CONSULTATIONS AND NEWSLETTERS PUBLISHED IN PRINT AND ELECTRONIC FORM

Advice relating to the organisation and management of business; Business assistance, advisory and consulting services in the field of financial services; Outsourcing in the field of financial services

FINANCIAL INFORMATION SERVICES, NAMELY, COLLECTING, MAINTAINING AND DISSEMINATING INFORMATION ABOUT INVESTMENT ADVISORY SERVICE PROVIDERS, FINANCIAL INVESTMENT BUSINESSES AND INVESTMENT PROFESSIONALS; AND FINANCIAL MATCH-MAKING SERVICES, NAMELY, INTRODUCING, FACILITATING AND SERVICING BUSINESS RELATIONSHIPS BETWEEN INVESTMENT BUSINESSES AND PROFESSIONALS

business consultation services

Residential and commercial mortgage lending

Downloadable mobile application that automates all workflows and processes involved in the financial advisor-client relationship including advisor-client match-making, digital onboarding, data integrations, CRM and account integration and aggregation, algorithms, marketing tools, advertising, professional certifications, advisor and client education, surveys, conferences, questionnaires, investment products, loans, mortgages, insurance, annuities, investment products and securities, 401k plan...

Talent recruiting services in the field of financial services

Providing on-line non-downloadable software, and subscription-based temporary use of non-downloadable cloud-based software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing; Software as a service (SAAS) services featuring software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, exp...

Providing on-line non-downloadable software, and subscription-based temporary use of non-downloadable cloud-based software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, expenses, financial planning, goals, financial ratios, and custodial billing; Software as a service (SAAS) services featuring software for use by a Registered Investment Advisor (RIA) in tracking, analyzing, and reporting on advisor compensation, fees, exp...

Providing temporary use of a web-based software application for customer relationship management (CRM), sales and marketing management, sales training, and electronic processing of electronic sales transactions

Business consulting services

cost management for the heatlh care benefit plans of others

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

business management and payroll administration and management services; human resource management services, namely, serving as a human resources department for others; financial records management, namely, maintaining records of financial account balances and transactions; fund accounting services; business marketing services for others

Providing temporary use of on-line non-downloadable software for the calculation and control of dosing chemical products; providing temporary use of on-line non-downloadable software for predicting dosage and use of chemical products in water treatment membrane systems

Providing business intelligence services

Providing a website featuring financial investment and account information

Software as a Service (SAAS) services for managing governance, risk and compliance needs for registered investment advisors

Providing online nondownloadable interactive, collaborative software for use in managing compliance and regulatory requirements for registered investment advisors

Business consultation services in the fields of supply chain analysis, regulation compliance and counterfeit detection

PROVIDING ON-LINE SEARCHABLE AND CUSTOMIZABLE DATABASES FEATURING BUSINESS INFORMATION FOR USE BY FINANCIAL ADVISORS VIA A COMPUTER WORKSTATION