Financial and investment advice, management, planning, analysis, research, forecasting, reporting and consultation; fiscal assessment and evaluation; financial portfolio management; financial valuation of personal property and real estate; risk management

Financial analysis

Financial planning; Financial planning for retirement; Financial services, namely, life insurance settlement services; Financial services, namely, money lending; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment management; Life insurance brokerage

Computer software for use by financial institutions; namely as an application to create printed forms for loan origination documentation; as an electronic database featuring compilations of sales information recorded on computer media; as an application to automate decisioning of loan applications; as an application to electronically automate opening and maintaining of deposit accounts

advertisement, internet and publications

shoulder bags, purses, wallets, and clutch bags

Cooperative credit organizations; Credit unions

Credit unions

BROKERAGE OF SECURITIES AND INSURANCE AND PENSION PROGRAMS, FOR FINANCING PREMIUM AND MORTGAGE PAYMENTS AND INSTALLMENT CREDIT SALES

Business advisory services, consultancy and information; Business consulting and information services; Business management consultation in the field of finance; Professional business consulting

Providing courses of instruction and training to members of the public for self development and improvement in emotional and practical aspects of handling day-to-day money decisions and wealth accumulation

automated banking machines for use in dispensing coins and currency and for providing banking account information

Business education and training services, namely, developing and facilitating customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Business education and training services, namely, developing, and facilitating customized in-company leadership and executive development programs, providing executive coaching services, and providing public and in-company keynote presentations to bus...

Financial planning; Investment advisory services; Security brokerage; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development

Provides financial information via internet web site, and live chat forum

Providing on-line newsletters in the field of finance

Banking; Banking and financing services; Banking consultation; Banking services; Banking services featuring the provision of certificates of deposit; Banking services provided by mobile telephone connections; Electronic banking via a global computer network; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Home banking; Investment banking services; Mortgage banking; Mortgage banking services, namely, origination, acquisi...

PROVIDING INVESTMENT, FINANCIAL AND INSURANCE INFORMATION AND CONSULTING SERVICES

Financial Consulting Services

FINANCIAL SERVICES ECONOMIC CONSULTATIONAND SECURITIES PORTFOLIO ANALYSIS FOR RETIREMENT PLANNING

Electronic financial service for the purchase of savings bonds; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, arranging of m...

Plush toys; Stuffed and plush toys

FINANCIAL AND INVESTMENT SERVICES

Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities,...

Financial advice and consultancy services

retail kiosk featuring gifts, games, books, and software all on subjects of finances and/or financial management

software regarding asset allocation

Insurance agency and brokerage; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment management of and distribution of annuities

Insurance agency and brokerage; Financial planning and investment advisory services; Financial services, namely, wealth management services; Investment management of and distribution of annuities

Financial planning, namely, the creation of personalized strategies to achieve financial independence

Network-based computer software for financial analysis

FINANCIAL SERVICES, NAMELY, RESIDENTIAL AND COMMERCIAL MORTGAGE LENDING, AUTO AND MOTORCYCLE LOAN FINANCING, CREDIT CARD SERVICES, FUNDS INVESTMENT, FINANCIAL ANALYSIS AND PLANNING, INSURANCE CONSULTATION AND BROKERAGE

Business management and consultation; business management information on a wide variety of topics to service-providing professionals; providing business marketing information; dissemination of advertising matter

Providing educational services to citizens, students, and visitors to Washington, DC, namely producing on-line seminars and lectures, exhibiting curated artifacts and educational videos for in-person viewing, and conducting academic research contests resulting in monetary and non-monetary awards in the fields of the history and importance of the U.S. Treasury's role in managing our nation's finances and promoting America's economic prosperity, the historical events and notable individuals in ...

fund investment and asset management consultation services

Software as a service (SAAS) services featuring software using artificial intelligence for financial management.

Outsourcing services in the field of finance, namely, accounting, payroll, time and expenses, fixed asset management, general ledger management, budgeting and forecasting, bonus and commission reporting, financial analysis, cash management strategies, cash mobilization, coordination of financing decisions, including risk assessment and management and financing administration

Financial planning, namely, working with clients to identify goals and create a plan to obtain them, utilizing security and insurance products where needed, using insurance and risk management tools for financial decision making

Educational services, namely, conducting coaching, workshops, training programs, and speaking engagements focused on financial literacy, personal and business financial management, and decision-making clarity; motivational speaking and instruction in the field of financial empowerment and mindset; and distribution of educational materials in connection therewith.

Financial planning and investment advisory services

Software as a service (SAAS) services, namely, hosting software for use by others for use in data aggregation, accounting and performance analysis for high net worth individuals assets and liabilities

education services, namely, mentoring, personal coaching, and conducting seminars, lectures, and workshops in the field of personal transformation with the goal of enhancing and building the client's financial prosperity, and distribution of course material in connection therewith

Computerized database management and market research services, namely customer satisfaction indexes; conducting business and market research survey

Application service provider (ASP), namely, hosting computer software applications of others; Cloud computing featuring software for use in the financial sector

Providing temporary use of on-line non-downloadable software in the fields of accounting and billing; providing temporary use of on-line non-downloadable software to store, manage, track, analyze, and report data in the fields of accounting, accounting management and business management; providing temporary use of on-line non-downloadable software for the electronic interface between third party software applications that enables the exchange of data; providing temporary use of on-line non-do...

providing information concerning current year estimates for all financial products including traditional bank investment and insurance products, at five year projections of usage rates and dollar volume for a wide variety of financial products and services by means of an on-line computer database

[Educational services, namely, providing workshops, classes, seminars and individual tutorials in the fields of finance, financial investment, financial valuations and financial management]

Financial planning services aimed at providing individuals a comprehensive approach to their finances

Financial planning; funds investment; investment consultation; investment management; investment brokerage; investment advice; insurance brokerage and insurance consultation

Personal coaching services in the field of finance