Financial and estate planning to include the marketing and sales of individual and business insurance products and securities Products and services may include, but are not limited to life, health, disability and long term care insurances In addition the marketing and sales of personal and business investment products and securities to include pension plans, IRAs, annuities, mutual funds, securities and fee for services

Financial analysis and consultation

Financial planning services; investment management services; tax advisory services; tax planning, information and consultancy services; tax preparation services; estate planning; Financial services, namely, financial planning and consultation in the field of retirement and estate planning; business owner services, namely, retirement plan consultation; financial services, namely, investment management, investment advisory services, and asset management services; accounting services; Insurance ...

Financial planning services; investment management services; tax advisory services; tax planning, information and consultancy services; tax preparation services; estate planning; Financial services, namely, financial planning and consultation in the field of retirement and estate planning; business owner services, namely, retirement plan consultation; financial services, namely, investment management, investment advisory services, and asset management services; accounting services; Insurance ...

Financial services, wealth management, and retirement planning

investment services, namely, annuity underwriting services

financial information provided by electronic means

financial information provided by electronic means

Financial advisory and consultancy services

Insurance, namely, underwriting, issuance and administration of life, health and accident insurance; financial affairs, namely, financial information, management and analysis services; monetary affairs, namely, financial information, management and analysis services; real estate affairs, namely, real estate appraisal and real estate brokerage services; financial and insurance services, namely, financial evaluation for insurance purposes; research and analysis relating to monetary affairs, fin...

Publications, namely, books, hand-outs, workbooks, and training manuals in the field of corporate finance

computer software for use in in house consolidation and presentation of business information

EDUCATIONAL SERVICES - NAMELY, CONDUCTING SEMINARS IN THE FIELD OF COMPUTER BASED INFORMATION SYSTEMS

Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which inform asset manager and wealth manager distribution decisions; Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which assist investment advisors and wealth managers in personalizing their wealth solutions, and seek to improve end-user wealth outcomes through the provision of investment advice

COMPUTER SOFTWARE FOR USE IN REPORTING ACCOUNTING TRANSACTIONS

cloud computing provided via a website featuring software for use by businesses in performing business management functions, namely, financial account management, financial reporting, accounting and financial analysis of financial transaction data

accounting and bookkeeping services

Educational services, namely, conducting classes, coaching, seminars, non-downloadable webinars, workshops, conferences, retreats, speaking tours, and exhibitions in the field of finance

financial information, management and analysis services

FINANCIAL SERVICES, NAMELY, BANKING; ON-LINE BANKING SERVICES; CREDIT UNION SERVICES; MORTGAGE BANKING; ELECTRONIC FUNDS TRANSFER; ELECTRONIC PAYMENT, NAMELY, ELECTRONIC PROCESSING AND TRANSMISSION OF BILL PAYMENT DATA; ACCOUNT PAYMENT AND MONITORING SERVICES, NAMELY, BILL PAYMENT SERVICES; FINANCIAL PORTFOLIO MANAGEMENT; FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS; FINANCIAL INFORMATION PROCESSING, INVESTMENT MANAGEMENT, CONSULTATION, AND BROKERAGE; INSURANCE AGENCY AND BROKERAGE; AUT...

Periodical publications in the field of business and financial news

Computer software for electronic marketing, accessing and manipulating financial information and e-commerce software to allow users to perform electronic business transactions via a global computer network

MAGAZINES FEATURING INFORMATION ABOUT PERSONAL FINANCE, MONEY MANAGEMENT AND RELATED TOPICS

Arranging and conducting of educational courses in the field of Financial Literacy

Workshops and seminars in the field of financial matters

Paper and paper articles, cardboard and cardboard articles; printed matter, newspaper and periodicals, books; bookbinding material; newsletters, syndicated column, magazine column; photographs; stationery, adhesive materials (stationery); artists' materials; paint brushes; typewriters and office requisites (other than furniture); instructional and teaching material (other than apparatus); playing cards; printers' type and cliches (stereotype)

Psychic reading services

Investment Advisory Services

providing a website featuring non-downloadable educational videos, budgeting tools and debt repayment calculators in the field of consumer financial literacy

Providing financial educational seminars and educational materials, specifically seminars and materials directed toward college-age kids, students and parents of students in the field of college and secondary education financing

EDUCATIONAL, BOOKS, PUBLIC SPEAKING TRAINING SERVICES, AND CONSULTING

financial advisory newsletter for directors, owners, and senior representatives

Banking Services; Financial Management Services; Financial Services, namely Consumer and Real Estate Loans; Savings; Checking; Certificates of Deposit and IRA accounts; ATM and Debit Card Services; Home Banking Services

CREDIT UNION SERVICES

Coaching in the field of financial management, savings and becoming more disciplined with money; Life coaching services in the field of financial management, savings and becoming more disciplined with money; Money coaching services; Peer to peer coaching services in the field of financial management, savings and becoming more disciplined with money; Personal coaching services in the field of financial management, savings and becoming more disciplined with money; Professional coaching services...

Financial advice; Financial information

Providing an on-line electronic database on global computer networks featuring financial job listings, resumes of potential candidates for jobs in finance and information about jobs in finance

Providing an on-line electronic database on global computer networks featuring financial job listings, resumes of potential candidates for jobs in finance and information about jobs in finance

World Wide Web site listing job opportunities

Investment management services; financial planning and investment advisory services; financial advisory services; strategic financial advisory services

Investment management services; financial planning and investment advisory services; financial advisory services; strategic financial advisory services

Investment management services; financial planning and investment advisory services; financial advisory services; strategic financial advisory services

Investment management services; financial planning and investment advisory services; financial advisory services; strategic financial advisory services

Financial planning; Insurance brokerage in the field of life insurance and long term care insurance; Investment management; all of the foregoing for high net worth clients

Providing information in the field of finance

Education services, namely, providing on-line articles in the field of finance and business.; On-line journals, namely, blogs featuring finance and business information

Insurance services, namely insurance administration, insurance brokerage, insurance agency, insurance claims administration and insurance underwriting in the fields of life, health, disability, dental, vision, liability, workers' compensation, property, auto and commercial auto; financial information and services via a global computer network, namely financial analysis and consultation, financial information provided by electronic means

Insurance services, namely insurance administration, insurance brokerage, insurance agency, insurance claims administration and insurance underwriting in the fields of life, health, disability, dental, vision, liability, workers' compensation, property, auto and commercial auto; Financial information and services via a global computer network, namely financial analysis and consultation, financial information provided by electronic means

Education services, namely, providing classes, seminars and workshops in the field of financial literacy and wellness

Providing information in the fields of personal finance (education) and financial literacy; providing a website featuring financial literacy information