Financial analysis and consultation; Financial consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial s...

Accounting services

Coaching in the field of PERSONAL FINANCE; Education services, namely, one-on-one mentoring in the fields of PERSONAL FINANCE; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of PERSONAL FINANCE; Educational services, namely, providing on-line seminars, workshops, and coaching in the field of Personal finance; Life coaching services in the field of PERSONAL FINANCE; Money coaching services; Personal coaching services in the field of Pers...

Online financial literacy education

Computer hardware; computer servers; computer hardware, namely, storage servers; network servers; apparatus comprising computer hardware and recorded software for data storage and data recovery sold as a unit comprising data processors, network servers and recorded memories for use with computers; recorded operating software and data storage units, namely, storage servers; downloadable computer software for database management, data storage, networking and virtualization; downloadable mobile ...

Financial consulting; Financial planning; Financial planning consultation

Providing recognition and incentives to financial service members by the way of awards to demonstrate quality and excellence in the field of financial management and the acquisition of income and capital

Providing recognition and incentives to financial service members by the way of awards to demonstrate quality and excellence in the field of financial management and the acquisition of income and capital

Tax and taxation planning, advice, information and consultancy services

Financial information; Financial research and information services; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a web site; Providing financial information via a website; Providing information and research i...

Education services, namely, providing classes and instruction in the field of personal finance to students grades K - 12 and college students; education services, namely, developing curriculum for educators in the field of personal finance to students grades K - 12 and college students; providing information about education in the field of personal finance; providing in-person educational forums in the field of personal finance; arranging and conducting educational classes, seminars, conferen...

Providing training for certification in the field of finance; Financial training and coaching services

Providing training for certification in the field of finance; Financial training and coaching services

Providing training for certification in the field of finance; Financial training and coaching services

Persons certified as Financial Behavior Specialist, the certification mark, as used or intended to be used, have the following: (1) a Bachelor's Degree or higher from a Regionally Accredited Institute of higher learning; (2) a license, registration, and/or certification in financial planning and/or a mental health field; (3) met the financial behavior educational requirements of: (a) participation in 24-month training and consulting program; (b) demonstrated competency in 10 Core areas of fin...

Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes

Consumer, commercial and mortgage banking services; providing bank accounts; providing certificates of deposit; financing services; automated teller machine services; electronic cash transactions; providing bank account information by telephone, electronically and via the Internet; checking account services; check cashing; travelers' check issuance; money order issuance; safe deposit box services; check processing; check verification; debit card services; electronic bill payment services; cur...

Financial Benchmarking Software for Credit Unions

annuity underwriting services

Consulting and information concerning insurance; Insurance administration; Insurance agencies; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance information and consultancy; Insurance agency and brokerage; Providing information in insurance matters; Life insurance brokerage

An array of financial benefits that are offered to employees as a benefit from their employer Such benefits include auto and home insurance, mortgage, credit analysis, and debt consolidation

business and financial services, namely, assisting consumers by providing financial education and access to information about financial products and services; assisting vendors by providing marketing services to consumers in the network

PRERECORDED CD-ROMS AND VIDEOS FEATURING TRAINING PROGRAMS FOR PARTICIPANTS IN THE FINANCIAL SERVICES FIELD

Business consulting services in the field of banks' use of emerging technologies, and data analysis related to banking; business consulting, management, and planning services in the field of banks' use of emerging technologies, and data analysis related to banking; business management consulting and advisory services for the banking industry

Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online newsletters in the field o...

Education services, namely, mentoring in the field of personal financial wellness; Education services, namely, providing live and on-line seminars, classes, and one on one tutoring in the field of personal financial wellness; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of personal financial wellness; Education services, namely, providing on-line seminars, classes, and one on one tutoring in the field of personal financial wellness; E...

Providing loans secured by commercial paper

Mortgage Services, Mortgage Brokering, Mortgage Lending, Mortgage Banking, Home Equity Lending and Mortgage Procurement for Others

Insurance brokerage and consulting services, namely insurance brokerage in the field of life and disability insurance, and insurance consultation services; and variable life insurance underwriting services

Providing information in the field of wealth management via the Internet

FINANCIAL SERVICES, NAMELY, RETIREMENT PLANNING

FRANCHISING SERVICES, NAMELY, OFFERING TECHNICAL ASSISTANCE IN THE ESTABLISHMENT AND/OR OPERATION OF FINANCIAL AND INSURANCE BUSINESSES

Financial advisory and consultancy services; Investment consultancy

Newsletters in the field of of finance, accounting, economics, and investments

Educational and entertainment services, namely, a continuing program about financial planning and investment advice accessible by radio, television, satellite, audio, video and computer networks; Entertainment in the nature of an on-going special variety, news, music or comedy show featuring financial planning and investment advice broadcast over television, satellite, audio, and video media; Entertainment, namely, a continuing financial advising, financial education, and financial planning s...

Providing courses of instruction and training to members of the public for self development and improvement in emotional and practical aspects of handling day-to-day money decisions and wealth accumulation

Providing on-line courses of instruction in the field of financial literacy via a website; Providing education courses in the field of financial literacy offered through online, non-downloadable videos and instructor assistance

provides information in a training format for financial advisors serving the seniors market to provide training for such financial advisors as to how to plan for and present at seniors seminars information specifically designed for seniors in reference to current specific financial needs and concerns of seniors and current financial products available from life insurance companies to serve such needs such as fixed annuities, various senior specific life insurance products, and long term care ...

Financial analysis and consultation; credit consultation; and evaluation of the credit worthiness of companies and private individuals.

Statistical analysis and reporting services for business purposes within the sports, entertainment and marketing industries; providing business information for the sports, entertainment and marketing industries via a website, electronic newsletter and software application

Providing information on finances and investing via e-mail

COMPUTER PROGRAMS AND INSTRUCTION MANUALS SOLD AS A UNIT

computer software for integrating a mainframe computer into a client/server network to allow client/server network to access data from the mainframe

Bookkeeping; Accounting services; Business advisory services; Tax advisory services; Tax filing services

Education, namely, providing workshops, classes, seminars and conferences in the fields of financial planning, investment, wealth management, retirement and estate planning, business financial strategies and tax planning; providing continuing dental education courses

Durham, NC 27704

publications, namely, newsletters in the field of legal cases affecting valuations of businesses and estates

printed personal financial workbooks

Briefs; boxer briefs; underwear; novelty clothing, namely, briefs; professional empowerment and motivation themed clothing, namely, briefs; good luck clothing, namely, briefs; gag gifts, namely, clothing in the nature of briefs, boxer briefs and underwear; novelty gifts, namely, clothing in the nature of briefs, boxer briefs and underwear

Briefs; boxer briefs; underwear; novelty clothing, namely, briefs; professional empowerment and motivation themed clothing, namely, briefs; good luck clothing, namely, briefs; gag gifts, namely, clothing in the nature of briefs, boxer briefs and underwear; novelty gifts, namely, clothing in the nature of briefs, boxer briefs and underwear