publications, namely magazines directed to the financial services industry

Banking and Financial Services, namely, financial planning for retirement and estate planning

Banking services and financial services, namely, financial investment services, financial planning; financial consulting and investment services, namely, financial investment, investment consultation

Financial processing services, namely, electronic processing of electronic checks, electronic funds transfers, ACH transactions, credit card transactions, debit card transactions, bill payment data, and core account processing services, namely, customer deposit [ and loan account information, general ledger data ], and financial information for financial institutions

INSURANCE SERVICES, NAMELY BROKERAGE OF PROFESSIONAL LIABILITY INSURANCE TO LIFE INSURANCE AGENTS AND PROPERTY AND CASUALTY INSURANCE AGENCIES

Accepting and administering monetary charitable contributions to fund medical research; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Charitable foundation services, namely, providing fundraising activities to support medical research and procedures for those in need; Charitable fundraising services; Charitable fundraising services by means of organizing an...

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...

Financial services, namely, directly and indirectly providing investment and employee benefit programs, namely, administering retirement, deferred compensation and severance pay plans and programs; underwriting and administration of medical, dental, disability, life, accident and property and casualty insurance; investment of funds for others, namely, participants and their dependents; and administration of benefit plans designed to provide additional financial resources to individuals with l...

Financial services, namely, financial advisory services, financial consulting services, financial planning services, financial research and information services, savings programs for youths, and money lending services; banking services; credit counseling services; consumer credit consulting in the field of credit building; issuing prepaid credit cards and debit cards; providing financial assistance to eligible beneficiaries for rent, utilities, food, disaster relief, and basic income; philant...

travel agency services, namely, booking reservations for transportation

promoting the banking, financial, checking account, and credit card services of banks and financial institutions by offering discount cards and coupons on travel, car rentals, lodging, dining, theater, sporting events, and other leisure activities, and on consumer merchandise

BANKING SERVICES

Administration of savings and checking accounts; checking account services; savings and loan services; mortgage lending services; and credit card services, namely, processing of credit card payments

mortgage brokerage and loan financing

publications in the form of books, reports, handbooks and pamphlets concerning benefits function issues, including business solutions to strategic and management challenges relating to chief executive officers of small banks and credit unions

Educational services, namely, conducting programs, courses, classes, seminars, and conferences for professionals in the fields of financial services, financial planning, insurance, and charitable giving and fundraising; offering and administering educational examinations for professionals in the fields of financial services, financial planning, insurance, and charitable giving and fundraising

Banking Services

investment services for others, namely financial analysis and consultation services, stock brokerage services, and cash management services

Mutual fund investment; mutual fund brokerage; insurance brokerage in the field of life and disability insurance; investment brokerage; annuity underwriting; investment management; investment consultation

software in the field of financial services

Arranging and conducting of seminars and workshops in the field of professional, personal, and organizational development in the promotion of diversity, equity, inclusion, and belonging; Arranging and conducting of training workshops in the field of professional, personal, and organizational development in the promotion of diversity, equity, inclusion, and belonging; Consulting services in the field of professional, personal, and organizational development in the promotion of diversity, equit...

Arranging and conducting of seminars and workshops in the field of professional, personal, and organizational development in the promotion of diversity, equity, inclusion, and belonging; Arranging and conducting of training workshops in the field of professional, personal, and organizational development in the promotion of diversity, equity, inclusion, and belonging; Consulting services in the field of professional, personal, and organizational development in the promotion of diversity, equit...

Educational services, namely, conducting training in the field of entrepreneur skills and distribution of training material in connection therewith

EDUCATIONAL SERVICES, NAMELY, PROVIDING SEMINARS AND WORKSHOPS ON STRATEGIC THINKING, LEADERSHIP CAPABILITIES, AND SKILLS ACQUISITION; CONDUCTING SEMINARS IN THE NATURE OF FORUMS ON INNOVATION AND TECHNOLOGY TRANSFER AND FORUMS TO IDENTIFY, ANALYZE, DISCUSS, AND DEBATE ISSUES OF CRITICAL IMPORTANCE TO THE FINANCIAL SERVICES INDUSTRY

educational services, namely, providing seminars and workshops on strategic thinking, leadership capabilities, and skills acquisition; conducting seminars in the nature of forums on innovation and technology transfer and forums to identify, analyze, discuss, and debate issues of critical importance to the financial services industry

consulting services relating to management of financial institutions

INSURANCE SERVICES, NAMELY, INSURANCE UNDERWRITING OF ALL TYPES, INSURANCE ADMINISTRATION, INSURANCE BROKERAGE, INSURANCE CLAIMS ADMINISTRATION AND PROCESSING; BANKING SERVICES; CREDIT SERVICES, NAMELY, CREDIT CARDS, CREDIT AGENCIES, CREDIT BUREAUS AND CREDIT UNION; FINANCIAL SERVICES, NAMELY, MONEY LENDING; FINANCING RELATING TO AUTOMOBILES; FINANCING SERVICES; ISSUANCE OF LETTERS OF CREDIT

Checking account services; Commercial lending services; Credit union services; Credit unions; Financial services, namely, money lending; Financial services, namely, mortgage refinancing; Mortgage lending; On-line banking services; Savings account services

financial services, namely, purchase order funding, factoring, letters of credit, analysis and consultation

underwriting and administering insurance, namely, life, health and annuities; providing financial services, namely, investment, administration, distribution and overseeing of investment vehicles, namely, mutual funds and annuities, to sponsors and participants of retirement and deferred compensation plans and to the general public; administering trusts and tuition finance programs for others; broker/dealer services for a variety of investment vehicles, namely, mutual funds, and fixed and vari...

Printed publications, namely, reports concerning strategies and practices of the world's leading financial institutions of the world's leading financial institutions

Educational services, namely, conducting conferences, webinars and workshops in the field of cyber and physical security threats, vulnerabilities, risks and events faced by the financial services industry and distribution of course material in connection therewith

Educational services, namely, conducting conferences, webinars and workshops in the field of cyber and physical security threats, vulnerabilities, risks and events faced by the financial services industry and distribution of course material in connection therewith

EDUCATIONAL SERVICES, NAMELY, PREPARING AND PRESENTING SEMINARS AND TRAINING PROGRAMS TO THE BANKING, INSURANCE AND BROKERAGE INDUSTRIES ON TOPICS OF A FINANCIAL NATURE

Rental of advertising space; advertising and publicity services; compilation of information into computer databases; compilation of statistics; computerized file management; direct mail advertising services; marketing services; marketing research services; conducting marketing studies; arranging newspaper subscriptions for others; organization of exhibitions for commercial or advertising purposes; pay per click advertising; sales promotion for others; systemization of information into compute...

organizing seminars and workshops in the field of banking and finance

Automated check cashing services; automated bill payment services; automated money order issuance services; automated stored value card issuance and value reloading services; and automated teller machine services, namely dispensing cash, tickets and coupons, balance transfer, balance inquiries, money deposits and electronic payments

Magazine supplement to a newspaper in the fields of banking and finance

CONDUCTING DIRECT MARKETING PROGRAMS FOR FINANCIAL BUSINESSES

computer software for use in financial services and manuals, training documents and other materials sold as a unit with such software

information and referral services provided on the internet for financial and other consumer-based products and services; operation of a computer database permitting individuals to complete an application with the institution of their choice to purchase desired consumer-based products and/or services; operation of a system for on-line computerized ordering of consumer-based products and consumer-based services; operation of a computer database providing space for advertisers and connected to a...

financial and insurance agency services

financial services, namely servicing consumer loan, leasing, and related credit contracts; and providing retail installment sale financing and leasing services to consumers, motor vehicle dealers, and brokers

Business services, namely, business research, consultation, analysis, organization, and advisory services for high technology companies in the fields of mergers, acquisitions, and leveraged buy-outs; seeking partnership and co-venture opportunities for clients; and incubation of high technology companies,

Financial statement preparation and analysis for businesses; Tax preparation; Income tax preparation; Preparation of reports relating to finance and investments; Preparing financial reports for others

COMPUTER SERVICES, NAMELY, DESIGNING AND IMPLEMENTING WEB SITES FOR OTHERS IN THE BANKING AND FINANCIAL SERVICES INDUSTRY; HOSTING WEB SITES FOR OTHERS ON A COMPUTER SERVER FOR A GLOBAL COMPUTER NETWORK; PROVIDING SOFTWARE THAT MAY BE DOWNLOADED TO BANKS AND OTHER FINANCIAL INSTITUTIONS AND THEIR CUSTOMERS ALLOWING ACCESS TO BANK AND OTHER FINANCIAL INSTITUTION WEB SITES

NEWSLETTER DEALING WITH BANKING AND THE BUSINESS OF FINANCIAL INSTITUTIONS

academic research journal covering topics related to individual financial management

Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; inv...

Testing, analysis and evaluation of the goods and services of others for the purposes of certification