Financial consulting

Financial advice; Financial advice and consultancy services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial planning for retirement; Individual retirement account services; Investment advice in the fields of wealth management and retirement; Investment consultation in the fields of wealth management and retirement; Investment management...

Financial planning; Investment management; Mutual fund advisory services

Financial planning; Investment management

Financial planning; Financial planning for retirement; Investment management; Financial services, namely, wealth management services

Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial planning and investment advisory services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial services in the n...

Financial planning

financial and insurance services, namely financial plan development for individuals and businesses; and, retirement account planning for individuals

computer software

Downloadable electronic publications in the nature of newsletters in the field of cyber and physical security threats, vulnerabilities, risks and events faced by the financial services industry

STOCK and CUSTOM FORMS FOR BOTH FINANCIAL INSTITUTIONS and OTHER BUSINESSES THIS INCLUDES CONSUMABLE SUPPLIES USED TO UTILIZE THE PAPER GOODS and PRINTED MATTER

computer software design services

NEWSLETTER RELATED TO FINANCIAL MODELING AND PLANNING SOFTWARE

Employment agency services

Temporary and Permanent personnel placement of Financial and Accounting Personnel

Printed Newsletter Concerning Banking and Finances

FINANCIAL AND TECHNICAL CONSULTING SERVICES

CONSULTING SERVICES IN THE FIELD OF DATA PROCESSING

DATA PROCESS CONSULTING SERVICES FOR BUSINESS AND BANKING INSTITUTIONS

custom design of computer information systems, data processing consulting services, computer time sharing services, and leasing of computer hardware and software to financial institutions and other businesses

Cash replacement rendered by credit card; Charge card and credit card services; Credit and cash card services; Credit and debit card services; Credit card and debit card services; Credit card and payment card services; Credit card authorization services; Credit card payment processing services; Credit card services; Credit card transaction processing services; Credit card verification; Debit card services; Electronic credit card transactions; Financial administration of electronic payment tra...

NEWSLETTER RELATING TO COMPUTER SOFTWARE

Educational services, namely, online and in-person seminars about financial regulation, financial stability, consumer protection, secure financial networks, and related government policies

Banking; Cash management; ATM banking services; Commercial lending services; Consumer lending services; Electronic banking via a global computer network; Financing loans for businesses; Issuing of credit cards; Issuing prepaid debit cards; Online banking; Online banking services accessible by means of downloadable mobile applications; Payment processing services, namely, credit card and debit card transaction processing services; Providing banking information; Providing a website featuring in...

Banking; Cash management; ATM banking services; Commercial lending services; Consumer lending services; Electronic banking via a global computer network; Financing loans for businesses; Issuing of credit cards; Issuing prepaid debit cards; Online banking; Online banking services accessible by means of downloadable mobile applications; Payment processing services, namely, credit card and debit card transaction processing services; Providing banking information; Providing a website featuring in...

arranging and conducting tradeshows in the field of innovative technology solutions for the global financial services market

Arranging and conducting tradeshows in the field of innovative technology solutions for the global financial services market

Publications, namely magazines in the field of innovative technology solutions for the global financial services market

Investment banking services; investment consultation; investment advice; investment of funds for others; investment advisory services; financial research and information services

COMPUTER CONSULTATION FOR FINANCIAL INSTITUTIONS

magazine reviewing use of computer products and services in the financial services industry

Private investment services, namely funds investment

C.D. brokerage, investment management, private trust services and computer programming for real estate business management

Temporary Employment Services

temporary employment services

Conducting seminars in financial retirement planning; Education services, namely, providing non-downloadable webinars in the field of financial retirement planning

Providing a web site featuring personal financial information and financial advice

Financial retirement plan consulting services

Professional personal coaching services in the field of identity theft protection and recovery for individuals, families and businesses; Educational services, namely conducting workshops in the field of identity theft protection and recovery for individuals, families and businesses, and distributing course materials in connection therewith

Promoting awareness about financial literacy for high school students related to automobile ownership and financing by conducting a campaign

Financial services, namely, investment management services, investment advisory services, investment of funds for others, hedge fund investment services, investment sub-advisory services, namely, providing investment management services to financial advisors, commodity trading for others

educational services, namely, conducting classes, seminars, conferences, workshops and computer based training in the field of financial planning

Underwriting in the field of health insurance and life insurance

Entertainment and educational services, namely, providing podcasts in the field of finance and financial planning; online journals, namely, blogs featuring information in the fields of finance and financial planning; providing non-downloadable online videos, namely, videos featuring information in the fields of finance and financial planning

financial planning and counseling, investment and tax advice

Membership club services, namely, providing training to members in the field of financial literacy, financial wealth and wholeness; Conducting of conferences in the field of financial literacy, financial wealth and wholeness; Providing educational examination for certification in the field of financial literacy, personal development and therapy training; Providing training for certification in the field of cognitive, emotional, behavioral, relational, and economic aspects that promote financi...

Business management and consultation services, namely bookkeeping, accounting, billing, business auditing, account auditing, and cost accounting; business development services, namely providing start-up support for businesses of others; financial statement preparation and analysis for businesses, namely preparing business reports, profit survey, and cost/price analysis; computerized database management; computerized accounting services; business acquisition and merger consultation; business s...

Financial Planning Services

Banking services; financial management and consultation services; cash management services; trust services; asset management services; investment management and consultation services; securities management and consultation services; insurance agency for all types of insurance; mortgage services; money lending services; commercial lending services; mortgage lending services; personal lending services; commercial real estate lending services; and capital funding investment assistance and consul...

Software for use by financial services advisors, financial services firms, organizations and individual consumers for retirement planning and in the preparation of long term planning strategies, income projections, and retroactive analyses and in providing services to individuals and small businesses in the preparation of tax projections, debt planning documents, net spendable analyses and amortization schedules