Provides financial information via internet web site, and live chat forum

Providing on-line newsletters in the field of finance

Banking; Banking and financing services; Banking consultation; Banking services; Banking services featuring the provision of certificates of deposit; Banking services provided by mobile telephone connections; Electronic banking via a global computer network; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Home banking; Investment banking services; Mortgage banking; Mortgage banking services, namely, origination, acquisi...

PROVIDING INVESTMENT, FINANCIAL AND INSURANCE INFORMATION AND CONSULTING SERVICES

Financial Consulting Services

FINANCIAL SERVICES ECONOMIC CONSULTATIONAND SECURITIES PORTFOLIO ANALYSIS FOR RETIREMENT PLANNING

Electronic financial service for the purchase of savings bonds; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, arranging of m...

Plush toys; Stuffed and plush toys

FINANCIAL AND INVESTMENT SERVICES

Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities,...

Financial advice and consultancy services

retail kiosk featuring gifts, games, books, and software all on subjects of finances and/or financial management

software regarding asset allocation

Insurance agency and brokerage; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment management of and distribution of annuities

Insurance agency and brokerage; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment management of and distribution of annuities

Financial planning, namely, the creation of personalized strategies to achieve financial independence

Network-based computer software for financial analysis

FINANCIAL SERVICES, NAMELY, RESIDENTIAL AND COMMERCIAL MORTGAGE LENDING, AUTO AND MOTORCYCLE LOAN FINANCING, CREDIT CARD SERVICES, FUNDS INVESTMENT, FINANCIAL ANALYSIS AND PLANNING, INSURANCE CONSULTATION AND BROKERAGE

Business management and consultation; business management information on a wide variety of topics to service-providing professionals; providing business marketing information; dissemination of advertising matter

Providing educational services to citizens, students, and visitors to Washington, DC, namely producing on-line seminars and lectures, exhibiting curated artifacts and educational videos for in-person viewing, and conducting academic research contests resulting in monetary and non-monetary awards in the fields of the history and importance of the U.S. Treasury's role in managing our nation's finances and promoting America's economic prosperity, the historical events and notable individuals in ...

fund investment and asset management consultation services

Software as a service (SAAS) services featuring software using artificial intelligence for financial management.

Outsourcing services in the field of finance, namely, accounting, payroll, time and expenses, fixed asset management, general ledger management, budgeting and forecasting, bonus and commission reporting, financial analysis, cash management strategies, cash mobilization, coordination of financing decisions, including risk assessment and management and financing administration

Financial planning, namely, working with clients to identify goals and create a plan to obtain them, utilizing security and insurance products where needed, using insurance and risk management tools for financial decision making

Financial planning and investment advisory services

Software as a service (SAAS) services, namely, hosting software for use by others for use in data aggregation, accounting and performance analysis for high net worth individuals assets and liabilities

education services, namely, mentoring, personal coaching, and conducting seminars, lectures, and workshops in the field of personal transformation with the goal of enhancing and building the client's financial prosperity, and distribution of course material in connection therewith

Computerized database management and market research services, namely customer satisfaction indexes; conducting business and market research survey

Application service provider (ASP), namely, hosting computer software applications of others; Cloud computing featuring software for use in the financial sector

Providing temporary use of on-line non-downloadable software in the fields of accounting and billing; providing temporary use of on-line non-downloadable software to store, manage, track, analyze, and report data in the fields of accounting, accounting management and business management; providing temporary use of on-line non-downloadable software for the electronic interface between third party software applications that enables the exchange of data; providing temporary use of on-line non-do...

providing information concerning current year estimates for all financial products including traditional bank investment and insurance products, at five year projections of usage rates and dollar volume for a wide variety of financial products and services by means of an on-line computer database

[Educational services, namely, providing workshops, classes, seminars and individual tutorials in the fields of finance, financial investment, financial valuations and financial management]

Financial planning services aimed at providing individuals a comprehensive approach to their finances

Financial planning; funds investment; investment consultation; investment management; investment brokerage; investment advice; insurance brokerage and insurance consultation

Personal coaching services in the field of finance

Business training in the field of financial coaching; Education services, namely, mentoring in the field of financial coaching, business, leadership, and financial training; Educational services, namely, conducting on-line classes in the field of financial coaching, business, leadership, and financial training; Educational services, namely, conducting on-line classes in the field of financial coaching, business, leadership, and financial training and distribution of educational materials in c...

Business training in the field of financial coaching; Education services, namely, mentoring in the field of financial coaching, business, leadership, and financial training; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of financial coaching, business, leadership, and financial training; Educational services, namely, providing educational speakers in the field of financial coaching, bu...

Downloadable computer software application for use as a digital wallet

Providing a website featuring information in the field of finance

collection agency services for the collection of debts and accounts receivable; management, advisory and consultation services with respect to debts, accounts receivable and the collection thereof

Estate planning; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, wealth management services; Insurance information and consultancy; Investment advisory services

Financial services, namely, financial management, accounting, financial advisory and consulting services, and providing advice and consultation regarding the management of finances through the use of cloud technology

Financial services, namely, financial planning, financial management and financial consultations

financial services for banking, brokerage and insurance, namely, electronic funds transfer, electronic payment, namely, electronic processing and transmission of bill payment data, and electronic processing of insurance claims and payment data

Advertising agency services; public relations services; promoting the services of others through the distribution of printed material, the distribution of material created through electronic means, promotional contests and creating web-based marketing and promotional materials; dissemination of advertising matter; business consultation; preparing audio and visual presentations; preparing printed presentation materials for others; arranging and conducting business conferences; fulfillment and ...

Video tapes featuring information concerning employee benefit and retirement plans; interactive computer programs on the subject of financial and investment planning and instructional manuals sold as a unit; computer programs and CD ROMS to permit users to educate, entertain and inform others about employee benefit and retirement plans and investment and financial planning

Preparation and distribution of corporate reports for others; advertising services, namely, creating corporate advertising for others

ADVERTISING AND PROMOTIONAL MATERIALS, DISPLAY BOARDS, PORTFOLIOS, LITERATURE AND STATIONERY

Trade publications discussing market sectors, such as consumer goods, and individual companies within those sectors; Other communications such as research and analysis on industry sectors and companies; press releases about specific companies; and trade communications about companies to their industry associations, customers, suppliers and other industry participants

Marketing and advertising the goods and services of financial companies through all public communication means