Fiduciary Representatives; Fiduciary services, namely, advising, protecting and insulating other fiduciaries in meeting their fiduciary responsibilities to their clients; Fiduciary services, namely, advising fiduciaries relating to their responsibilities for fiduciary compliance

Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial evaluation for insurance purposes; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, creating personaliz...

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; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, ...

Financial planning and investment advisory services

Educational services, namely, conducting seminars, classes, workshops, training, conferences and courses in the fields of finance, investment, insurance, and retirement

Providing consulting, research, advice and information regarding finance, investments, and financial aspects of retirement to those working in the finance, investment, insurance, and retirement industries

Advisory services relating to business management and business operations; assistance in management of business activities; assistance with business management and planning; business advice and information; business advisory services in the field of finance, investment, insurance, retirement, and financial, investment, insurance, and retirement products; business assistance, management and information services; business consulting and business information for enterprises; business consulting ...

Printed reports, texts, and instructional aids on the subjects of the finance, investment, insurance, and retirement industries

Education services, namely, providing on-line classes in the field of administration of employee benefit plans

Training on a fiduciary standard of care

Investment of funds for others

Financial retirement plan consulting services

software for financial planning and investment, wealth management and financial asset management

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...

Financial advice relating to tax; Financial services, namely, wealth management services; Financial trust planning; Financial portfolio analysis services; Investment advisory services; Investment banking services; Investment management; Management of securities portfolios; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis an...

Wealth management, namely, fiduciary tax payment processing services, retirement planning, estate planning and financial planning

Providing banking services, namely, financial advice services to fiduciary financial advisors and consumers to allow consumers in the field of banking services

newsletters issued at regular intervals related to employee benefits, pensions, and fiduciary obligations

Providing a web site featuring technology that enables financial professionals to automate advisor workflow and have oversight of fiduciary best practices

Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial information and evaluations; Financial management in the field of plan creation and management, regulatory compliance, fiduciary advisory and risk analysis and consultation, investments, plan adminstration, retirement plans and compensation plans; Financial planning consultation; Investment advice; Investment consultation; Investment c...

Consulting services in the field of retirement plan administration and fiduciary compliance; Financial consultation in the field of fiduciary and trust regulations; Financial risk management consultation; Trust services, namely, investment and trust company services

Financial services, namely, financial planning services for individuals, and retirement consulting for corporations and non-profit organizations

Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial analysis and consultation; Financial asset management; Financial consultancy and insurance consultancy; Financial data analysis; Financial evaluation for insurance purposes; Financial guarantees; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information pro...

Fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; regulatory compliance consulting in the field of investment planning and wealth management

Financial consultancy; Financial consulting; Financial information; Financial retirement plan consulting services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

PURCHASE OF PRIVATE SELLER-HELD MORTGAGES, BOTH RESIDENTIAL AND COMMERCIAL, AND BROKERAGE OF MORTGAGE PORTFOLIO SALES TO INSTITUTIONAL INVESTORS VIA GLOBAL COMPUTER INFORMATION NETWORKS

purchase of private seller-held mortgages, both residential and commercial, and brokerage of mortgage portfolio sales to institutional investors

Software as a service (SAAS) services featuring software for use in providing financial advice, investment advice and accounting services

Investment advisory services; Investment management; Mutual fund investment

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