Appraisal and evaluation of real estate; Appraisal of real estate; Appraisals for insurance claims of real estate; Assessment and management of real estate; Commercial and residential real estate agency services; Financial investment in the field of real estate; Financial valuation of personal property and real estate; Financial valuations; Land valuation; Mortgage foreclosure mitigation and loan default mitigation services, namely, acquisition and lease-back of real estate; Providing real es...

Providing information on government financial assistance program; administering government financial assistance program for wireless services

Providing information on government financial assistance program; administering government financial assistance program for wireless services

Financial analysis and consultation; Financial evaluation for insurance purposes; Financial investment in the field of securities; Financial management; Financial planning; Financial portfolio management; Financial services in the nature of an investment security; Financial trust operations; Insurance agencies in the field of accident, life, and Long Term Care, Disability; Insurance consultation; Providing information in insurance matters; Providing on-line financial calculators

administration of life insurance and annuities

administration of life insurance and annuities

Education services, namely, providing instructor sessions, workshops, seminars, online courses in the field of finance, personal development and regulatory licensing exams performance

Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning

advertisement, internet and publications

Education services, namely, providing courses and workshops in the field of personal finance; Providing online non-downloadable videos in the field of personal finance; Providing a web site that features informal instruction on personal finance; Entertainment services, namely, providing video podcasts in the field of personal finance; Entertainment services, namely, providing webcasts in the field of personal finance

Financial advice; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance brokerage; Insurance consultation; Investment management; Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life ins...

Financial advice and consultancy services

Entertainment services, namely, providing ongoing webisodes featuring information in the field of financial advisory and consultancy services, financial management, and financial planning via a global computer network; educational and entertainment services, namely, a continuing program about financial advisory and consultancy services, financial management, and financial planning accessible by audio, video, and computer networks; entertainment services, namely, providing podcasts in the fiel...

Education and entertainment services, namely, production and distribution of ongoing television programs in the field of financial management and planning

Financial advisory and consultancy services, financial asset management, financial planning

Educational services, namely, providing [in-person courses on personal finance, in-person seminars on personal finance, in-person workshops on personal finance,] online courses on personal finance, online seminars on personal finance, online workshops on personal finance, and distribution of written and online educational materials in connection therewith

Educational services, namely, providing in-person courses on personal finance, in-person seminars on personal finance, in-person workshops on personal finance, online courses on personal finance, online seminars on personal finance, online workshops on personal finance, and distribution of written and online educational materials in connection therewith

Financial consulting services, namely, providing counseling and advice in the field of financial management

Educational Services-Namely, Conducting Seminars Dealing with Personal Financial Planning

Providing education courses in the field of financial literacy offered through online, non-downloadable videos and instructor assistance; Providing on-line training courses in the field of financial literacy; Providing a website featuring blogs and non-downloadable publications in the nature of articles in the field(s) of financial literacy; On-line journals, namely, blogs featuring educational information on the subject of financial literacy

providing information on a website on a global computer network for financial portfolio management, financial valuation and financial records for individual clients, insurance agents and insurance agency personnel

Financial consultation services

financial management, financial consulting and analysis in the fields of taxation, estate taxation, retirement income, disability income, life insurance; financial investments in the fields of mutual funds, life insurance, variable and fixed annuities, and securities

Financial analysis and consultation; Financial evaluation for insurance purposes; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities...

Financial analysis and consultation; Financial consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial s...

Accounting services

Coaching in the field of PERSONAL FINANCE; Education services, namely, one-on-one mentoring in the fields of PERSONAL FINANCE; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of PERSONAL FINANCE; Educational services, namely, providing on-line seminars, workshops, and coaching in the field of Personal finance; Life coaching services in the field of PERSONAL FINANCE; Money coaching services; Personal coaching services in the field of Pers...

Online financial literacy education

Computer hardware; computer servers; computer hardware, namely, storage servers; network servers; apparatus comprising computer hardware and recorded software for data storage and data recovery sold as a unit comprising data processors, network servers and recorded memories for use with computers; recorded operating software and data storage units, namely, storage servers; downloadable computer software for database management, data storage, networking and virtualization; downloadable mobile ...

Financial consulting; Financial planning; Financial planning consultation

Providing recognition and incentives to financial service members by the way of awards to demonstrate quality and excellence in the field of financial management and the acquisition of income and capital

Providing recognition and incentives to financial service members by the way of awards to demonstrate quality and excellence in the field of financial management and the acquisition of income and capital

Tax and taxation planning, advice, information and consultancy services

Financial information; Financial research and information services; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Providing financial information; Providing financial information and financial advice via a website; Providing financial information via a web site; Providing financial information via a website; Providing information and research i...

Education services, namely, providing classes and instruction in the field of personal finance to students grades K - 12 and college students; education services, namely, developing curriculum for educators in the field of personal finance to students grades K - 12 and college students; providing information about education in the field of personal finance; providing in-person educational forums in the field of personal finance; arranging and conducting educational classes, seminars, conferen...

Providing training for certification in the field of finance; Financial training and coaching services

Providing training for certification in the field of finance; Financial training and coaching services

Providing training for certification in the field of finance; Financial training and coaching services

Persons certified as Financial Behavior Specialist, the certification mark, as used or intended to be used, have the following: (1) a Bachelor's Degree or higher from a Regionally Accredited Institute of higher learning; (2) a license, registration, and/or certification in financial planning and/or a mental health field; (3) met the financial behavior educational requirements of: (a) participation in 24-month training and consulting program; (b) demonstrated competency in 10 Core areas of fin...

Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes

Consumer, commercial and mortgage banking services; providing bank accounts; providing certificates of deposit; financing services; automated teller machine services; electronic cash transactions; providing bank account information by telephone, electronically and via the Internet; checking account services; check cashing; travelers' check issuance; money order issuance; safe deposit box services; check processing; check verification; debit card services; electronic bill payment services; cur...

Financial Benchmarking Software for Credit Unions

annuity underwriting services

Consulting and information concerning insurance; Insurance administration; Insurance agencies; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance information and consultancy; Insurance agency and brokerage; Providing information in insurance matters; Life insurance brokerage

An array of financial benefits that are offered to employees as a benefit from their employer Such benefits include auto and home insurance, mortgage, credit analysis, and debt consolidation

business and financial services, namely, assisting consumers by providing financial education and access to information about financial products and services; assisting vendors by providing marketing services to consumers in the network

PRERECORDED CD-ROMS AND VIDEOS FEATURING TRAINING PROGRAMS FOR PARTICIPANTS IN THE FINANCIAL SERVICES FIELD

Business consulting services in the field of banks' use of emerging technologies, and data analysis related to banking; business consulting, management, and planning services in the field of banks' use of emerging technologies, and data analysis related to banking; business management consulting and advisory services for the banking industry

On-line journals, namely, blogs featuring personal finance and investment strategies; Providing on-line non-downloadable articles in the field of personal finance and investment strategies; Providing on-line videos featuring personal finance and investment strategies, not downloadable; Entertainment services, namely, providing podcasts in the field of personal finance and investment strategies; Providing on-line courses of instruction in the field of personal finance and investment strategies...

Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online newsletters in the field o...