Providing a website that features technology that enables the secure exchange of information by users

Fiduciary investment portfolio management, namely, fee-only financial planning for retirement, estate planning, and tax planning for individuals and businesses; investment management services, namely, fiduciary financial management of participant-directed investment plans; investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for individuals and businesses, all delivered as a Registered Investment Advisor (RIA); fiduciary services, namely, fee-on...

Insurance services, namely, insurance underwriting in the field of negligence, misconduct, breach of contract, and other wrongdoing by alternative asset investment managers

APPLICATION SERVICE PROVIDER IN THE FIELDS OF INVESTMENT EDUCATION AND ADMINISTRATIVE COMPLIANCE FOR QUALIFIED RETIREMENT PLANS

Financial advisory and consultancy services

Retirement plan counseling services for retirement plan sponsors

PORTFOLIO INVESTMENT COUNSELLING

Consulting and information concerning fixed annuity insurance products, namely, facilitation of advanced product screening, selection, and support via implementation of best interest practices

Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management. Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial...

Financial planning for retirement; Financial retirement plan consulting services; Financial portfolio management; 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; Investment advisory services; Management of portfolios comprising securities

Financial planning for retirement; Financial retirement plan consulting services; Financial portfolio management; 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; Investment advisory services; Management of portfolios comprising securities. Financial services rendered primarily to retirement plan fiduciaries, namely, consultation in the field of retirement plans; con...

Insurance and financial services, namely, administration of retirement plans and providing individual retirement account services; fiduciary services, namely, fiduciary representative services

Fiduciary services, namely, fiduciary representative services

Legal services related to estate planning and legal services related to administration of trusts and estates

retirement and investment consulting services

Insurance underwriting in the field of fiduciary liability

private banking services; personalized financial planning services, namely, financial planning consultation; family financial asset management; trust services, namely, financial trust management and trust company services, namely, estate trust management; financial trust planning, namely, trust investment distribution and wealth distribution planning; fiduciary services, namely, fiduciary representative and fiduciary services as a trustee; financial planning for retirement; estate planning se...

Real estate agencies; Real estate brokerage; Real estate consultancy; Real estate consultation

Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial...

FINANCIAL SERVICES IN THE MANAGEMENT OF RETIREMENT ACCOUNTS FEATURING ON-LINE FINANCIAL INFORMATION ABOUT THE RETIREMENT ACCOUNTS

Providing on-line training courses in the field of leadership

fiduciary services, namely, fiduciary representatives

Funds investment, mutual fund investment, investment consultation, capital investment consultation, fund investment consultation, investment management, and investment funds for others

Banking services, namely, providing commercial loans

(Based on Intent to Use) Education in the field of fiduciary responsibility for investing rendered through video conference; Education services, namely, providing live and on-line blogs, seminars, podcasts in the field of fiduciary responsibility for investing; Entertainment services, namely, providing webcasts in the field of fiduciary responsibility for investing; On-line journals, namely, blogs featuring fiduciary responsibility for investing; Electronic publishing services, namely, public...

Financial investment services, namely, financial management of investments; investment portfolio construction, namely, financial portfolio management; investment risk control, namely, financial risk management; financial risk management; fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation; financial analysis and consultation, namely, providing macroeconomic analysis strategy advice; financial analysis and consultation...

(Based on Use in Commerce) Financial investment services, namely, financial management of investments; fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation; providing information on the topics of fund investment consultation, investment consultation, investment advice, funds investment, financial analysis and consultation via a global computer network; investment portfolio construction; financial risk management; mutua...

Financial planning and investment advisory services

Trustee services, namely, financial trust administration and management of trust accounts; personal financial trust administration services; Financial services, namely, decedents' estate settlement and probate administration services in the nature of financial administration, distribution, and management of estate trusts; Decedents' revocable estate trust settlement services, namely, financial administration, distribution, and management of estate trusts; representative services as a trustee,...

Trustee services, namely, financial trust administration and management of trust accounts; personal financial trust administration services; Financial services, namely, decedents' estate settlement and probate administration services in the nature of financial administration, distribution, and management of estate trusts; Decedents' revocable estate trust settlement services, namely, financial administration, distribution, and management of estate trusts; representative services as a trustee,...

Trustee services, namely, financial trust administration and management of trust accounts for individual trustees; personal financial trust administration services; Financial services, namely, decedents' estate settlement and probate administration services in the nature of financial asset custody for estate trust management purposes, and financial administration, distribution, and management of estate trusts; Decedents' revocable estate trust settlement services, namely, financial asset cust...

Trust services, namely, investment and trust company services

Investment advisory and retirement investment educational services

financial planning services, financial investable asset management, assistance with 401K and qualified 401K plans, namely, financial administration, management, and planning in the nature of oversight, setup, design, and creation of 401K retirement and qualified 401K retirement plans, financial 401K and qualified 401K retirement plan consulting services

Financial planning and investment advisory services

Financial planning services in person and via computer network; namely, assisting groups to create retirement plans, and assisting plan, and assisting individual members of group retirement plans to set retirement objectives and manage plan assets

Entertainment and educational services, namely, ongoing radio talk shows in the field of financial planning for retirement

Real estate brokerage

Promoting public awareness of the need for financial and investment planning

Administration of employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial planning and investment advisory services; Investment advisory services

Newsletter to be distributed via email

accountings and tax returns for trusts and estates

APPLICATION SERVICE PROVIDER IN THE FIELDS OF INVESTMENT EDUCATION AND ADMINISTRATIVE COMPLIANCE FOR QUALIFIED RETIREMENT PLANS

Financial consultation by fiduciary representatives in the field of retirement and employee benefit plans

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; inv...

Providing consulting services to pension plans, trusts, charities, and foundations

Providing consulting services to pension plans, trusts, charities, and foundations

SOFTWARE-BASED DATA PROCESSING SERVICES FOR THE PREPARATION OF TAX RETURNS AND REPORTS

A COMPUTER SOFTWARE PACKAGE FOR AN INCOME TAX SERVICES

Computer software and hardware for trust administration, fiduciary administration, and contract management, and for compliance with laws, regulations, standards of operation, and obligations in the fields of fiduciary administration and trust administration