financial estate planning and investment management services

Financial consulting

financial analysis and consultation

Tax assessment, tax consultation, tax preparation, and business risk management services; family business consulting

Advertising or Marketing of financial related products or services including computer software related to financial services using any form of media, including, but not limited to use on a global communications network

accounting, personal financial planning and consulting, life and health, disability income insurance and tax preparation; credit correction services, credit card marketing and mortgage consultation

insurance services in the nature of employment benefits packages, retirement benefit packages, supplemental executive retirement plans, deferred compensation, executive salary continuation plans, 401K excess benefit plans, dental, vision, 401K and retirement plans, disability income benefits and flexible benefit plans

Business services, namely, registering, screening, credentialing, and organizing third-party vendors, suppliers, and contractors, and documentation and information on behalf of others

educational services; namely, conducting classes and seminars in the field of financial improvement

Financial planning

Financial planning and investment advisory services

Education services, namely, providing classes, seminars, and workshops in the field of personal financial management

Education services, namely, providing classes, seminars, and workshops in the field of personal financial management

financial consulting services

Financial Management provided to clients

Downloadable publications, namely, articles and reports in the field of ratings generated using financial and data models to assess companies' financial health; downloadable publications, namely, articles and reports containing information concerning finance, financial information, financial markets research, investing, company and stock research and ratings, stock prices, credit ratings, equity research, funds, financial indices, risk solutions, and investment data

Computer Software for Financial Risk Management

electronic publications, namely, a dictionary of financial, economic, legal and business terms recorded on CD-ROM

Credit and financial consultation; Debt management consultation; Financial consultation; Financial consulting; Real estate consultation

PRINTED MATTER; NAMELY, SERIES OF ADVICE BOOKS REGARDING MONEY

Downloadable computer software for managing and validating cryptocurrency transactions using blockchain-based smart contracts; Downloadable computer software for managing and verifying cryptocurrency transactions on a blockchain; Downloadable computer software for managing electronic payment transactions using distributed ledger technology (DLT)

Business training in the field of finance; Educational services, namely, conducting informal on-line programs in the fields of finance, and printable materials distributed therewith; Educational services, namely, conducting courses, workshops, seminars, training, and distributing course materials in connection therewith in the field of finance; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the f...

Publications, namely, pamphlets, brochures, magazines, newsletters, manuals, books, workbooks and hand-outs in the fields of economics and finances

Financial services, specializing in retirement solutions and financial stability, namely, in the nature of indexed annuity services, administration and management of fixed and indexed annuities; investment management services; financial asset management services

Financial services, specializing in retirement solutions and financial stability, namely, in the nature of indexed annuity services, administration and management of fixed and indexed annuities; investment management services; financial asset management services

Financial consulting services including insurance and investment advice

Financial consultation services, namely, insurance and investment advice, International Class 36

Services to the mortgage industry, namely, investor delivery services for mortgages, namely, post-closing file review of mortgages for lenders; services to the mortgage industry, namely, acquiring a mortgage insurance certificate from FHA or VA for the lender to insure the lender against losses associated with a foreclosure

newsletters issued quarterly or at other intervals on the subject of basic investment principles and retirement savings plans

FINANCIAL ANALYSIS AND CONSULTING SERVICES

FINANCIAL PLANNING SERVICES FOR INDIVIDUALS AND CORPORATIONS, INCLUDING BUSINESS AND ESTATE PLANNING, ESTATE INVESTMENTS, MONEY MANAGEMENT, CORPORATE FINANCING, EQUITY INVESTMENTS AND INSURANCE

FINANCIAL NEWSLETTERS

Educational services, namely, providing seminars, courses, classes, forums, workshops, conferences, symposiums, and lectures, all featuring application of Biblical principles of stewardship to personal finances, consumer credit, personal budgeting, personal investing, business, debt management and recovery, charitable giving, career planning, life goals, and estate planning, and distribution of educational materials in connection therewith

Financial planning and financial consulting services

PAPER GOODS AND PRINTED MATTER, NAMELY, SALES BROCHURES; BUSINESS SALES REPORTS; MAGAZINES FEATURING MARKET ANALYSIS REPORTS, MARKETING REPORTS, INVESTMENT REPORTS, REPORTS REGARDING FINANCIAL MATTERS, CONSULTING REPORTS, AND MARKET ANALYSIS RESOURCE REPORTS; PUBLIC RELATION BROCHURES; DIRECT MAIL ADVERTISING BROCHURES; MARKETING RESEARCH REPORTS; AND MARKETING PLAN REPORTS

advertising and business services, namely, for business management consultations, business management planning, strategic business management planning, business consultation in the field of organizational design, personnel management, market analysis resource management, public relations, direct mail advertising, providing radio and television advertising for others, conducting marketing research, consultation in the field of marketing planning, entertainment management consultations, arrangi...

advertising and business services, namely, for business management consultations, business management planning, strategic business management planning, business consultation in the field of organizational design, personnel management, market analysis resource management, public relations, direct mail advertising, providing radio and television advertising for others, conducting marketing research, consultation in the field of marketing planning, entertainment management consultations, arrangi...

paper goods and printed matter, namely, sales brochures, business sales reports, market analysis reports, marketing reports, investment reports, reports regarding financial matters, consulting reports, market analysis resource reports, public relation brochures, direct mail advertising brochures, marketing research reports, and marketing plan reports

Business consulting services relating to the financial services in industry

Training and education to award the designation of Financial Divorce Analyst

041 Financial Services

Software as a service (SAAS) services featuring software for providing financial due diligence information on bank counterparties involved in payment and loan transactions, financial asset verification, financial credit risk information, financial credit ratings, employment verification, and cash flow verification

Technology consultation and research in the field of financial services

Financial Planning and Financial Analysis and Consultation Services

FINANCIAL SERVICES, NAMELY, TAX PLANNING AND PREPARATION SERVICES, DIVORCE PLANNING AND VALUATION SERVICES, AND PAYROLL SERVICES

Financial services, namely, financial planning and mortgage brokerage

Financial analysis and consultation

Providing on-line electronic bulletin boards for transmission of messages among computer users and posting of documents concerning financial documents; online document delivery via a global computer network

Software as a service (SaaS) services featuring software for secure, cloud-based file storage, transfer and sharing, and validation and verification of the source of files stored in the cloud; cloud computing featuring software for secure file storage, transfer and sharing from validated and verified sources; consulting services in the field of facilitating communication and collaboration through secure online file storage, transfer and sharing, and file source validation

providing business management consulting services in the fields of information technology, security technology, financial engineering, cybersecurity; business strategy development services, namely, business project management services; Business risk assessment services as it relates to cyber-resilience, cybersecurity capabilities, and security practices; Business consultation services in the nature of advising businesses through the use of consulting tools and techniques to enhance their cybe...