Financial investment in the field of annuities; investment of funds for others; financial research; providing information about investments and annuities; providing online financial calculators; financial services, namely, assisting others with the completion of financial transactions in the field of annuities

Annuity underwriting and investment management services

Financial planning services; providing financial information by means of an Internet web site

Online newsletter focusing on financial matters

Printed publications for distribution to investment advisors, namely -- booklets, brochures, newsletters containing information about the marketing of financial services

Financial recordkeeping and administration services relating to retirement planning and investments; dissemination of information about retirement planning; financial information provided by electronic means; executing financial transactions, namely, electronic funds transfers, account balance inquiries and securities trades, in response to instructions transmitted by means of the Internet

Financial services, namely, retirement fund investment services featuring an Internet web site whereby retirement plan sponsors may obtain information about retirement plans; providing financial information in the field of retirement plans; retirement plan administration services

Providing retirement plan sponsors with financial news and information, information about retirement planning, investment account information, information about mutual fund performance, and information about communicating with retirement plan participants; all by means of a site on a global computer information network

Financial consulting and financial analysis services in the field of defined-contribution retirement plans, namely 401(a), 401(k), 403(b), and 457(b) plans; providing financial information via an online portal regarding cost modeling, benchmarking, peer comparisons, and scenario analysis for retirement plan design; financial advisory services being assisting plan sponsors with evaluating and selecting retirement plan design options based on budget, compliance, participant engagement, retireme...

Financial services, namely, providing secure electronic funds transfer from retirement plan sponsors to the accounts of retirement plan participants via a global computer network

Financial services, namely, providing secure electronic funds transfer from retirement plan sponsors to the accounts of retirement plan participants via a global computer network

Investment advisory and financial planning services; investment and financial planning information provided by means of a site on a global computer network

Financial services, namely, providing financial guidance and financial planning

Financial services, namely, retirement fund investment services featuring an Internet web site whereby retirement plan sponsors may obtain information about retirement plans and may submit required documents and authorizations in connection with such plans; providing financial information in the field of retirement plans; retirement plan administration services

Providing temporary use of non-downloadable software for laboratory information management and scientific data management

Life insurance and annuity underwriting services

Life insurance and annuity underwriting services

Maintenance of HVAC systems, air purification systems, and climate-control systems

Heart/cardio monitoring device

financial services; namely, investment brokerage account services

Investment management and financial planning services

Downloadable simulation software for modeling financial portfolios

Financial portfolio advisory services

FINANCIAL PLANNING SERVICES RENDERED VIA COMPUTER, NAMELY DETERMINING THE CURRENT FINANCIAL SITUATION, INVESTMENT HORIZON AND RISK TOLERANCE OF AN INVESTOR SO AS TO HELP THE INVESTOR DETERMINE SAVING NEEDS, ASSET ALLOCATION AND INVESTMENTS FOR RETIREMENT

FINANCIAL PLANNING SERVICES RENDERED VIA COMPUTER, NAMELY DETERMINING THE CURRENT FINANCIAL SITUATION, INVESTMENT HORIZON AND RISK TOLERANCE OF AN INVESTOR SO AS TO HELP THE INVESTOR DETERMINE SAVING NEEDS, ASSET ALLOCATION AND INVESTMENTS FOR RETIREMENT

Installation and maintenance of emergency power systems

Providing business information to financial service providers by means of an Internet web site, in the field of business marketing; marketing services rendered to members of the financial services industry, namely, creating and designing promotional materials for use by financial service providers and assisting financial service providers to develop their own marketing plans, and to implement their own direct mail campaigns, advertising campaigns and public relations campaigns; business marke...

Mutual fund investment services; retirement fund investment services; investment management services; securities brokerage services; providing financial information and information about retirement planning

Mutual fund investment services; retirement fund investment services; investment management services; securities brokerage services; providing financial information and information about retirement planning

Mutual fund investment services; retirement fund investment services; investment management services; securities brokerage services; providing financial information and information about retirement planning

Maintenance of HVAC systems, air purification systems, and climate-control systems

Financial services provided to hedge funds, namely, securities trading services, financing services and securities trade clearing services

Mutual fund investment services; retirement fund investment services; investment management services; securities brokerage services; providing financial information and information about retirement planning

Financial administration of charitable and philanthropic foundations; investment management services; financial information provided by electronic means; providing financial account and investment information by means of an Internet web site

Financial administration of charitable and philanthropic foundations; investment management services; financial information provided by electronic means; providing financial account and investment information by means of an Internet web site

Financial administration of charitable and philanthropic foundations; investment management services; financial information provided by electronic means; providing financial account and investment information by means of an Internet web site

Financial services, namely, private placement of securities, namely, providing investment management services to high net-worth individuals and other qualified purchasers regarding investments in the nature of private placement offerings, and serving as a private placement agent for securities

Investment management and financial planning services

Investment management and financial planning services

Providing temporary use of on-line non-downloadable software enabling users to process, manage, analyze and store electronic data and documents; Providing temporary use of on-line non-downloadable software enabling users to create, share, customize, negotiate and sign legal documents, contracts and forms; Providing temporary use of on-line non-downloadable software enabling users to electronically create, upload, sign, and/or review legal documents and/or process data in the fields of equity ...

Financial services, namely, financial planning, wealth planning, financial asset management, financial asset protection, financial trust administration and estate planning services

Financial planning services; investment management services; wealth management, namely, cash and asset management services; fund investment services; financial services, namely, securities brokerage, clearing and custody services; investment trade execution services.

Financial services, namely, customized portfolios that invest in individual stocks using whole or fractional shares

Computer software for use in gathering and managing information about customers, and for delivering that information to call center personnel and to marketing personnel as soon as the information is needed, in order to help such personnel understand and meet customer requirements, and to forecast future calling patterns and customer requirements; and user manuals packaged as a unit with the foregoing goods

Online, non-downloadable software for use by third party administrators and record keepers to create retirement plan proposals and annual retirement plan reviews

Providing retirement plan sponsors with financial news and information, information about retirement planning, investment account information, information about mutual fund performance and information about communicating with retirement plan participants

PAMPHLETS, BROCHURES, NEWSLETTERS AND MAGAZINES DEALING WITH SECURITIES AND BONDS

Financial planning and investment advisory services; investment consultancy; investment management; investment brokerage, mutual fund investment; financial services, namely, wealth management services; financial planning for retirement; financial services, namely, the trading of securities, shares, options and other derivative products; cryptocurrency trading services

Financial administration of employee benefit plans concerning corporate and tax-exempt retirement plans and equity capital investment for employers, employees, advisors, and prospects; administration of employee benefit plans concerning corporate and tax-exempt financial wellness solutions for employers, employees, advisors, and prospects; providing educational information relating to the foregoing

Real estate brokerage