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

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

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

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

Financial advisory and consultancy services; financial portfolio analysis services; investment management

Financial advisory and consultancy services; financial portfolio analysis services; investment management

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

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

Arranging and hosting regular meetings to discuss management of clinics and medical and health practices for educational purposes

mutual fund brokerage, distribution and investment services

Tax consultation and planning

Financial advice and consultancy 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; Providing financial information and financial advice via a website

Providing back office support to a national network of dedicated financial professionals

Computer services, namely providing on-line referrals in the field of investment advisory

retirement plan investment and administration services

financial and consulting services, namely, conducting life insurance policy audits

Financial services, namely, management of third-party financial and/or investment portfolios on behalf of financial advisors

software for managing and utilizing client contacts and information

Investment of funds for others, namely, offering actively managed exchange traded fund products; investment advice

Insurance services, namely, providing information and on-line computer databases for the purpose of processing and management of insurance related information

Insurance brokerage

Financial services, namely, providing financial information to financial advisors over computer networks and global communication networks

Printed publications for education, namely, newsletters, bulletins, brochures, booklets and teaching materials in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management; printed publications, namely, informational books on the subject of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth ma...

Wholesaling of fixed life insurance products to independent insurance agents

Insurance information

Business advice, inquiries or information

computer software for use in financial analysis which compares variable annuities to other investments

Business services, namely, providing complete outsourcing office solutions for financial professionals

PROVIDING A WEBSITE FEATURING TECHNOLOGY THAT ENABLES USERS TO RECORD DIRECTIONS FOR MANAGEMENT OF INVESTMENT, FINANCIAL PLANNING, AND FINANCIAL PORTFOLIO MANAGEMENT FOR PURPOSES OF MEETING SPECIFIED CASHFLOWS OR OTHER INVESTMENT GOALS; PROVIDING ONLINE NON-DOWNLOADABLE SOFTWARE FOR RECORDING DIRECTIONS FOR MANAGEMENT OF INVESTMENT, FINANCIAL PLANNING, AND FINANCIAL PORTFOLIO MANAGEMENT FOR PURPOSES OF MEETING SPECIFIED CASHFLOWS OR OTHER INVESTMENT GOALS

Computer software, namely, software for information and knowledge management for call or contact centers, sales professionals or staff, or line support personnel, content management, taxonomy management, database management, collaboration, messaging, groupware, portals, text processing and text analysis, data mining, data modeling, data visualization, analysis of data, simulation, expert systems, and/or artificial intelligence, sold as a unit

Financial consulting services for credit unions and other financial institutions, namely, credit card portfolio management services, debit card services, and bill payment services; management services, namely financial portfolio management services for use by credit unions and other financial institutions; providing credit card portfolio monitoring services by means of a global computer network

Provision of marketing services for professionals, including financial industry professionals, real estate agents, mortgage brokers and other sales professionals; Creation of custom newsletters for advertising purposes for professionals, including financial industry professionals, real estate agents, mortgage brokers and other sales professionals; Social media marketing services for professionals, including financial industry professionals, real estate agents, mortgage brokers and other sales...

computer software dealing with finanical planning