Financial planning and investment advisory services

Promotion of financial and insurance services on behalf of others

Promotion of financial and insurance services on behalf of others

Banking and related financial services

Arranging and conducting business seminars in the field of progressive teaching for financial planning; Arranging and conducting educational conferences; Arranging, conducting and organization of seminars; Coaching in the field of progressive teaching for financial planning; Conducting workshops and seminars in personal awareness; Conducting workshops and seminars in self awareness; Conducting workshops and seminars in progressive teaching for financial planning; Education services, namely, p...

Providing on-line non-downloadable lead generation software in the field of financial advising

FINANCIAL SERVICES

Providing financial planning services that incorporate a unique mathematical calculation that measures the degree to which a specified income need or goal can be supported or achieved by the amount of current investment or other income-producing assets

Financial advice; Financial advice, namely, budget planning; Financial analyses; Financial analysis; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial information; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial plann...

Financial advice; Financial advice, namely, future cash flow and net worth scenario analysis, budget planning, asset allocation planning, and estate planning; Financial analyses; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial information; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial ...

Financial advice; Financial advice, namely, budget planning; Financial analyses; Financial analysis; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial information; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial plann...

providing financial services in the nature of financial planning and investment consulting to individuals

Computer Software for Financial Purposes

Arranging and conducting of educational seminars in the field of Real Estate; Education services, namely, mentoring in the field of Real Estate; Education services, namely, providing live and on-line bootcamps, classes, seminars, and workshops in the field of Real Estate; Education services, namely, providing non-downloadable webinars in the field of Real Estate; Education services, namely, providing bootcamps, classes, seminars, workshops, and on-line courses in the field of Real Estate; Edu...

Education services, namely, providing seminars in the field of real estate investing

Estate planning; Estate trust planning; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial management in the field of analyzing pension and social security benefits, legacy planning, planning multi-generational wealth transfers, and evaluating insurance needs; Financial advice; Financial asset management; Financial consultancy; Financial planning; Financial risk management consultation; Financial risk assessment services; Financial services, namely...

Digital media, namely, pre-recorded DVDs, downloadable audio and video recordings, CDs, DVDs, eNewsletters, ePublications featuring information on financial education and services; Mouse pads

Arranging and conducting of educational seminars in the field of finance, investment, and taxation planning; Charitable education services, namely, providing classes, seminars and workshops in the field of finance, investment, and taxation planning; On-line journals, namely, blogs featuring finance and tax information

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial information and advisory services; Financial retirement plan consulting services

COMPUTER PROGRAMS AND PROGRAM USER MANUALS ALL SOLD AS A UNIT FOR USE IN PERSONAL FINANCIAL PLANNING

Providing an interactive on-line information service in the fields of finance and investment

Business services, namely, maintaining a registry of national database in the field of financial services featuring financial services industry professionals and individuals interested in becoming professionals in the industry; providing online computer databases in the field of business and professional networking

On-line customer-based social media brand marketing services

DISPLAY AND DISPENSATION OF PAMPHLETS AND BROCHURES FROM VARIOUS FINANCIAL INSTITUTIONS

Infomediary services, namely, facilitating transactions between buyers and sellers through providing buyers with information about sellers, goods, and/or services

advertising using media, marketing and public relations to promote publicly traded stocks and growth companies

ON-LINE FINANCIAL INFORMATION SERVICES THAT GATHER, ANALYZE, INDEX, MAP AND STORE INFORMATION CONCERNING FINANCIAL INSTRUMENTS AND FINANCIAL MARKETS, FOR USE BY FINANCIAL PROFESSIONALS AND INVESTORS

Association services, namely, promoting the interests of institutions and individuals involved in the protection of financial information and systems

COMPUTER ONLINE TRANSACTION PROCESSING SERVICES FOR THE PURPOSE OF PROVIDING FINANCIAL INFORMATION TO MEMBERS OF APPLICANT

Newsletters covering financial strategies for pre-retirees and other individuals

Computer aided design manufacturing of credit cards, debit cards, bank cards, stored value cards, gift cards, loyalty cards, electronic benefits cards, and prepaid cards for others

Arranging and conducting educational meetings in the field of social, economic and environmental policy, and distribution of printed materials in connection therewith in hard copy or electronic format

Periodical Newsletter Dealing with Financial Planning

Financial consulting; Financial planning consultation; Financial risk management consultation

consumer credit reporting services

CONSUMER CREDIT REPORTING SERVICES

Providing reimbursement services in the nature of home owner's insurance deductible and reimbursement for the purchase of tax software; providing credit reporting data maintained by others

FINANCIAL PLANNING NEWSLETTER

BUILD, MANAGE, MAINTAIN AND DESIGN FINANCIAL INFORMATION SYSTEMS AND SERVICES

Downloadable electronic publications in the nature of newsletters featuring content and analysis of merger and acquisition trends and developments in the insurance industry along with statistical information related to the insurance industry

PRINTED PUBLICATIONS, NAMELY NEWSLETTERS, MAGAZINES AND SUPPLEMENTS SOLD THEREWITH, AND JOURNALS, ALL FEATURING INFORMATION IN THE FIELDS OF INFORMATION TECHNOLOGY IN THE FINANCIAL SERVICES INDUSTRY

Radio programs, television programs, internet web site, newsletters, brochures, books, newpaper and magazine articles, all concerning finacial matters

loan and portfolio financial management for financial institutions; loan pricing services, namely, providing information to financial institutions to assist in setting loan prices; asset liability management reporting and analysis, namely, analyzing and reporting on the process of a financial institution's management of assets and cash flows to reduce the institution's risk of loss; financial risk management consulting; financial risk analysis; credit risk management consulting; risk manageme...

FINANCIAL PLANNING NEWSLETTER

Computer software platforms, downloadable, for structuring unstructured data using artificial intelligence

Financial services, namely, wealth management services

Providing online information in the fields of global computer network usage and market research, including web traffic analysis and reporting services, and featuring global computer network usage patterns and market trends, and consultation services related thereto

Downloadable computer software from a global computer network for use by financial institutions to derive a holistic understanding of their clients' and prospects' financial accounts

Charitable services, namely, developing, coordinating and conducting volunteer outreach projects to promote awareness of organizations that provide legal services at reduced costs; business management consultancy services in the field of legal services; business strategy development services for legal services; developing and coordinating volunteer projects for charitable organizations that provide legal services

Educational services, namely training in the use of computer software used by financial institutions and other businesses