Business management consulting, strategic planning and business advisory services provided to financial advisors, financial institutions, certified public accountants, law firms, and individual investors; Business management consulting, strategic planning and business advisory services provided to non-profit organizations

Financial planning and investment advisory services

Financial risk assessment services

Computer technical support services, namely, 24/7 service desk or help desk services for IT infrastructure, operating systems, database systems, and web applications

Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities

Arranging and conducting of seminars and workshops in the field of professional, personal, and organizational development in the promotion of artificial intelligence development; Arranging and conducting of training workshops in the field of professional, personal, and organizational development in the promotion of artificial intelligence development; Consulting services in the field of professional, personal, and organizational development in the promotion of artificial intelligence developm...

Testing, analysis and evaluation of the services of others to determine conformity with certification standards

educational services

newsletter published at regular intervals relating to financial aid for college and related topics

Testing, analysis and evaluation of the services of others to determine conformity with certification standards

Providing financial aid consulting services

computer software, namely, prerecorded computer programs used to identify educational financial aid sources

Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the field of financial aid related to education and distribution of training material in connection therewith

Providing a website featuring non-downloadable videos in the field of higher education finance and money management

computer software utilizing econometric modeling techniques and simulation tools, designed specifically for college and university admission officers, recruitment personnel and financial aid personnel, to assist in developing pricing analysis and financial aid awarding strategies, and support of enrollment and retention planning decisions; and manuals sold therewith

Providing an on-line computer database via global computer networks in the field of college student financial aid; providing financial aid information services for parents of students and prospective students on websites via global computer networks in the nature of assisting students, prospective students and parents of students in planning for college and applying for financial aid and other financial products and services; providing student loan application and financial management informa...

TRANSPORTATION OF CARGO BY AIR

Personal coaching services in the fields of career management and advancement, goal manifestation, personal and professional growth and development, self-help, and wellness; life coaching services in the fields of career management and advancement, goal manifestation, personal and professional growth and development, self-help, and wellness; professional coaching services in the fields of career management and advancement, goal manifestation, personal and professional growth and development, ...

Educational services, namely, conducting classes, seminars, conferences, workshops, one-on-one coaching, in the field of goal manifestation, and distributing course materials in connection therewith

Personal coaching services in the fields of career management and advancement, goal manifestation, personal and professional growth and development, self-help, and wellness; life coaching services in the fields of career management and advancement, goal manifestation, personal and professional growth and development, self-help, and wellness; professional coaching services in the fields of career management and advancement, goal manifestation, personal and professional growth and development, ...

Association services, namely, promoting the interests of racial equity in the financial services industry

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

Electronic bulletin board services; providing internet chatrooms; providing access to databases; message sending; computer aided transmission of messages and images; radio broadcasting; communications by computer terminals; teleconferencing services; rental of access time to global computer networks

Creating an on-line community for medical contractors to engage in peer to peer discussions regarding accounting, bookkeeping, retirement planning, financial management, and tax education

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

Real estate consultancy; Providing information in the field of real estate via the Internet

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...

Subscription-based education services, namely, providing weekly posts, non-downloadable videos, polls, and live question and answer forums in the field of finance, retirement, and saving and investing opportunities, namely, treasury and agency bonds, corporate bonds, high-yielding bond funds, annuities, preferred shares, and principal-protected products; Membership club services, namely, providing training to members in the field of finance, retirement, and saving and investing opportunities,...

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