Providing on-line courses of instruction in the field of personal finance and wealth management via a website; Providing education courses in the field of personal finance and wealth management offered through online, non-downloadable videos and instructor assistance

conducting seminars for retirement, investment and estate planning

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial advice, namely, budget planning

Magazine for Physicians Published Bimonthly

computer software for managing financial information in a health care organization

Educational and entertainment services, namely, providing motivational and educational speakers

BANKING AND RELATED FINANCIAL SERVICES

Entertainment in the nature of an on-going financial education and information television show

Testing to determine professional competency in the field of market risk management, credit risk management; operational risk management, and asset and liability management; Testing to determine professional competency in the field of risk management, particularly in the areas of how financial risk impacts assets, institutions and systems, as well as the global financial infrastructure

Financial risk management software

business and financial insurance which protects participants against the loss of specified financial interests

Banking and financing services; Banking consultation; Banking services; Investment banking services

Business investigation services related to the providing of financial information for evaluating business relationships

Business investigation services related to the providing of financial information for evaluating business relationships

risk management consulting

Providing insurance brokerage and consulting services

Printed forms used by financial planners to chart client goals

printed forms used by financial planners to chart client goals

Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the con...

financial consulting and planning services

Financial planning

financial planning services with emphasis on retirement planning, featuring annuity illustrations and asset allocation models, to be used by agents to determine the financial needs of individuals and offer retirement planning alternatives through the purchase of individual and/or group annuities

Comprehensive meeting and event management services, namely, strategic planning, consulting, arranging, promoting and managing of special events for business purposes, corporate and business events in the nature of presentations, conferences, meetings and multi-city tours; Design development and dissemination of advertising matter; providing advertising services, namely, development of advertising campaigns for web design, print and on-screen messaging; preparing audiovisual displays and pres...

preparing multimedia presentations of use in advertising financial/investment information

Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others; Charitable services, namely, providing financial assistance to meet the physical, psychological, social and other special needs of children; College consulting services, namely, assisting students in applying for scholarships and financial aid; Credit and financial consultation; Electronic financ...

Newsletters in the field of financial markets and economics

Financial due diligence; Financial planning and investment advisory services; Financial planning for retirement; Financial asset management

Educational and entertainment services, namely, providing online training and educational programs focused on personal finances, generational wealth, building financial credit, obtaining loan qualification, investing, mutual funds, and exchange traded funds; providing education and entertainment services, namely, content in the nature of online-journals being blogs and podcasts focused on personal finances, generational wealth, building financial credit, obtaining loan qualification, investin...

Investment of funds

Financial consultancy and insurance consultancy; Financial planning, namely, the creation of personalized strategies to achieve financial independence

Entertainment, namely, a continuing variety financial show broadcast over radio

Brokerage (Insurance)

service which educates and informs consumers about insurance companies and other firms in the financial services industry, their respective products and services, and other personal financial matters; such information may be delivered in printed form by mail, electronically by facsimile transmission or computer modem or other electronic mail, or by oral telephone communication

Financial consultation services

Computer software, namely, electronic financial platform that accommodates multiple types of payment and debt transactions in an integrated mobile phone, PDA, and web based environment; Magnetically encoded blank bank cards for issuance by financial institutions

On-line journals, namely, blogs featuring content, commentary and information in the field of personal finance, namely, retirement, investing, real estate, wealth management, mortgages, employment, entrepreneurship, credit and debt, taxes, budgeting, saving, gig economy, insurance, careers, automobiles, relationships, business, banking, and lifestyle

Printed reports featuring assessments of the financial structure and health of nonprofit organizations over a multi-year period and comparable peer analyses and subsector analyses

On-line banking services; On-line investment consultation and funds

Educational services, namely, creating, developing, and providing financial literacy and entrepreneurship education programs, workforce development program, workshops, and curriculum for high school students, teachers, and families, with the support of the financial services community, the business community, and civic organizations

Financial advisory and consultancy services

NEWSLETTER ON BANKING

Financial management

Computer software for processing and displaying financial data

computer software for processing and displaying financial data

Financial services, namely, services rendered to others to assist them in determining the accuracy of the financial advice they are receiving

BOOKS FOR RECORDKEEPING

Providing a website featuring on-line non-downloadable software for users to establish, input, organize, view, store, and search for estate planning information, namely, personal financial information including bank account information, life insurance policy information, health insurance policy information, home insurance policy information, vehicle insurance policy information, real estate information, investment information, financial annuities information, and financial counselor contact i...

PROVIDING FINANCIAL AND ACCOUNTING EXECUTIVE PERSONNEL FOR PERMANENT EMPLOYMENT BY OTHERS

BANKING SERVICES

STORAGE BOX FOR CHECKS, BILLS, RECEIPTS, ETC