Financial consultation, namely, providing financial advice and consultancy for assessing and planning financial objectives both qualitatively and quantitatively, executing the financial objectives of clients, monitoring both qualitatively and quantitatively the objectives of execution of financial objectives by utilizing one or more of online simulation tools, diagnostic indices, or financial analysis algorithms and by utilizing collaborative partnerships with financial services and healthcar...

Providing and updating a financial index in the nature of the classification of evidence-based decision-making practices for rendering financial services to clients, namely, codification of financial products, and services to provide a standardized system for assessing and diagnosing financial wellness, and enabling a comprehensive evaluation of an individual's or entity's financial condition

Computer software as a service (SAAS) featuring software for assisting with government regulatory and/or policy compliance for banks

Educational services, namely, in-person and on-line seminars and workshops in the areas of general financial literacy, budgeting, home buyer education and building personal wealth through savings

Radio and television programme broadcasting

books and newsletters regarding financial planning and management

Financial services, namely, financial guarantee insurance underwriting, interest rate risk management, issuing of investment and repurchase agreements and engaging in credit derivatives

MUNICIPAL BOND INSURANCE UNDERWRITING

Investment brokerage and broker-dealer financial services in the field of securities, namely, stocks, bonds, government securities, municipal securities, investment company and deposit products; financial advisory and investment banking services; financial and investment counseling services; financial and investment advisory and consultancy services, for public entities, institutions, retail clients, and pooled investment vehicles; financial administration, namely, providing transfer agency s...

Income tax services, namely, income tax payment processing services; investments services, namely, investment advice, investment consultancy; and financial planning

Credit union services

Credit Union Services

Financial administration of financial peace officer; Financial advisory and consultancy services, namely, financial peace officer; Financial planning, namely, financial peace officer

Retail store services featuring books, cds, dvds, education materials and other products in the field of financial planning

cds, dvds, and videocassettes regarding financial planning and management

educational services, namely, providing seminars regarding financial planning and management

PRINTED MATERIALS CONCERNING MONEY MANAGEMENT INFORMATION FOR CHILDREN AND THEIR PARENTS, NAMELY, PRINTED CHARTS, ENVELOPES; AND DRY ERASE BOARDS

audio cassettes and multi-media software recorded on CD-ROMs featuring information about money management for children

Financial planning and investment advisory services

Financial advice and consultancy services; Financial advisory and consultancy services, namely, compiling, providing, interpreting and updating indexes of financial information

Financial planning information services, namely, compiling, providing, interpreting and updating indexes of financial information; financial consultancy and analysis

Financial planning information services, namely, compiling, providing, interpreting and updating indexes of financial information; financial consultancy and analysis

Downloadable electronic publications in the nature of articles, checklists, information brochures, special reports, consumer reports, newsletters in the field of retirement and wealth management

computer program installation, maintenance, updating and telephone consultation services related to computer programs for database management, namely integrated software programs which extract data from databases, transform and store data in query-optimized form, and provide visibility into query-optimized databases for decision support purposes

database management software, namely, integrated software programs that extract data from enterprise operational data stores, transform and store data in query-optimized form, and provide visibility into query optimized data bases for business decision making purposes

database management software, namely, software programs that extract data from databases, software programs that transform and store data in query-optimized form, and software programs that provide access to query optimized data bases for use in business decision making

Software as a service (SAAS) services featuring software for A specific scoring method which uses key performing indicators to measure the financial performance of an operating business including predictive analytics

Business consulting; Business performance consulting services; preparing business reports in the field of business performance services; Providing information and business reports in the field of business and accounting

Financial advice; Financial consulting; Financial planning

Market analysis, research and research consultation to financial service providers

Market analysis, research and research consultation to financial service providers

Financial planning, including related advisory and education services

marketing research and analysis and consulting services, including, but not limited to, identifying target audiences and target markets which assist companies in the building of advertising, marketing and promotional strategies, and preparing reports relating thereto

banking services and financial analysis and consultation services

Commodity Futures Charts and Analysis Magazines

personal and corporate financial asset planning and advisory services

PROVIDING FINANCIAL PORTFOLIO ANALYSIS AND ESTATE PLANNING FOR OTHERS

NEWSLETTER ON FISCAL, ECONOMIC, MONETARY, COMMERCIAL, BUSINESS, BROKERAGE, INVESTMENT, INSURANCE, REAL ESTATE, FINANCIAL PLANNING, RETIREMENT PLANNING, TAX PLANNING, COMPUTER/DATA PROCESSING, BANKING, TAX RETURN PREPARATION, HEALTH CARE, MEDICARE, MEDICAID, AUDITING AND ACCOUNTING ISSUES

Financial analysis and consultation; Financial planning; Financial planning consultation; Financial portfolio management

financial analysis and consulting services

Wellness and health-related consulting services

Financial planning for retirement; Financial retirement plan consulting services

ELECTRONIC TELECOMMUNICATIONS AND TRANSMISSION SERVICES

PERSONNEL PLACEMENT AND RECRUITMENT SERVICES FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

Insurance Management for Individual and Group Financial Plannings

computer software for small businesses to complete business plans including financial statements

financial services

Providing a website featuring blogs and non-downloadable publications in the nature of articles, publications and news in the field of financial planning

Financial planning advocacy, namely, promoting the public awareness of the importance of financial planning

Education services, namely, providing continuing education courses in the field of certified financial planning and distribution of course materials in connection therewith