Trade association services, namely, promoting the interests of economic development in Indian Country

MARKETING PROGRAM FOR FINANCIAL ADVISORS, NAMELY, DEVELOPMENT OF MARKETING STRATEGIES FOR FINANCIAL ADVISORS TO DEVELOP STRATEGIC ALLIANCES WITH FINANCIAL INSTITUTIONS SUCH AS BANKS FOR THE PURPOSE OF DELIVERING FINANCIAL PRODUCTS AND SERVICES TO THE FINANCIAL INSTITUTIONS' CUSTOMERS

Marketing of New Products for Others

Computer software to be used by CPA's to analyze and provide reports to clients

MAGAZINE CONTAINING ARTICLES OF PROFESSIONAL INTEREST IN THE FIELDS OF FINANCE, ACCOUNTING, INVESTMENT BANKING AND SECURITIES LAW

mailing list processing services, namely, checking addresses and postal regulations to reduce return mail, provide the best price and eliminate duplication of names

Pamphlets in the field of economics and finances; booklets in the field of economics and finances; newsletters in the field of economics and finances; newspapers; printed publications, namely, newspapers and magazines, in the field of economics and finances; books in the field of economics and finances; printed matter, namely, newspapers, in the field of economics and finances; printed prospectuses in the field of economics and finances; textbooks in the field of economics and finances

Educational services, namely, arranging, conducting, and providing courses of instruction, examinations, seminars and conferences in the fields of accounting, finance, financial management, business, strategy and competitive analysis

computer software and programs related to the financial services industry and user documentation; namely, manuals, user guides and reference guides, and upgrades therefor

Financial services, namely, providing financial analysis, consultation, planning and administration; investment services, namely, investing the funds of others and providing investment administration, analysis, consultation, planning, administration, advisory, brokerage, and research services with respect to stocks, mutual funds, securities, bonds, commodities and other instruments of investment; providing financial investment information via a global computer network, internal computer infor...

financial planning

Downloadable cloud computer software for the financial industry

on-line journals, namely, blogs featuring information on recent court opinions and issues impacting the financial services industry

Self-service, automated public coin banking machines; interactive financial and educational software for kids and comprising computers, computer hardware, and operating software to automatically receive currency and transfer cash and coins at consumer-directed self-service machines to a secure location or account

Financial consultation for high net worth individuals and businesses

Instruction Manual and Securities Offering Document Production Templates in word processing and spreadsheet formats

financial planning, analysis and consultation

financial planning, investment advice and consultation, insurance brokerage and security brokerage

financial planning, investment advice and consultation, insurance brokerage and security brokerage

INSURANCE AND FINANCIAL (BANKING) SERVICES

EVALUATION AND ASSISTANCE IN ANALYSIS OF PROFIT SHARING AND PENSION PLANS, TAX SHELTERED PROGRAMS, ESTATE PLANNING, EMPLOYEE BENEFIT PROGRAMS, EMPLOYEE COMMUNICATIONS, BUSINESS INSURANCE AND INVESTMENT PLANNING

Financial consultation for high net worth individuals and businesses

Banking Services-Namely, Financing, Credit and Loan Services

electronic processing of mutual funds and other investment transactions for others

computer programs and program manuals all sold as a unit for electronic processing of mutual funds and other investment transactions

services in connection with processing mutual fund, financial and investment transactions

computer programs and program manuals all sold as a unit for electronic processing of mutual funds and other investment transactions

Appraisal and evaluation of real estate; Appraisal of real estate; Appraisals for insurance claims of real estate; Assessment and management of real estate; Commercial and residential real estate agency services; Financial investment in the field of real estate; Financial valuation of personal property and real estate; Financial valuations; Land valuation; Mortgage foreclosure mitigation and loan default mitigation services, namely, acquisition and lease-back of real estate; Providing real es...

Telecommunication services, namely, transmission of voice, data, graphics, images, audio and video by means of telecommunications networks, wireless communication networks, and the Internet; telecommunication services, namely, wireless telephone services; telephone communication services

Providing information on government financial assistance program; administering government financial assistance program for wireless services

Financial analysis and consultation; Financial evaluation for insurance purposes; Financial investment in the field of securities; Financial management; Financial planning; Financial portfolio management; Financial services in the nature of an investment security; Financial trust operations; Insurance agencies in the field of accident, life, and Long Term Care, Disability; Insurance consultation; Providing information in insurance matters; Providing on-line financial calculators

administration of life insurance and annuities

administration of life insurance and annuities

Education services, namely, providing instructor sessions, workshops, seminars, online courses in the field of finance, personal development and regulatory licensing exams performance

Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning

advertisement, internet and publications

Financial advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage; Insurance consultation; Investment management; Advice relating to investments; 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 ins...

Financial advice and consultancy services

Entertainment services, namely, providing ongoing webisodes featuring information in the field of financial advisory and consultancy services, financial management, and financial planning via a global computer network; educational and entertainment services, namely, a continuing program about financial advisory and consultancy services, financial management, and financial planning accessible by audio, video, and computer networks; entertainment services, namely, providing podcasts in the fiel...

Education and entertainment services, namely, production and distribution of ongoing television programs in the field of financial management and planning

Financial advisory and consultancy services, financial asset management, financial planning

Educational services, namely, providing [in-person courses on personal finance, in-person seminars on personal finance, in-person workshops on personal finance,] online courses on personal finance, online seminars on personal finance, online workshops on personal finance, and distribution of written and online educational materials in connection therewith

Educational services, namely, providing in-person courses on personal finance, in-person seminars on personal finance, in-person workshops on personal finance, online courses on personal finance, online seminars on personal finance, online workshops on personal finance, and distribution of written and online educational materials in connection therewith

Financial consulting services, namely, providing counseling and advice in the field of financial management

Educational Services-Namely, Conducting Seminars Dealing with Personal Financial Planning

Providing education courses in the field of financial literacy offered through online, non-downloadable videos and instructor assistance; Providing on-line training courses in the field of financial literacy; Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field(s) of financial literacy; On-line journals, namely, blogs featuring educational information on the subject of financial literacy

providing information on a website on a global computer network for financial portfolio management, financial valuation and financial records for individual clients, insurance agents and insurance agency personnel

Financial consultation services

financial management, financial consulting and analysis in the fields of taxation, estate taxation, retirement income, disability income, life insurance; financial investments in the fields of mutual funds, life insurance, variable and fixed annuities, and securities

Financial analysis and consultation; Financial evaluation for insurance purposes; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities...