Providing temporary use of on-line non-downloadable software for use in financial planning

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

online investment consulting services

credit union services, particularly providing checking and savings accounts, loans, cash cards, insurance, credit cards, safety deposit boxes, bill payer services, and investments, such as certificates of deposit, individual retirement accounts, annuities, savings bonds, and discount brokerage services

providing financial information via telephone

Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services

computer software, namely, information search, collaboration, retrieval and application tools

information and document services in the legal, investment banking, corporate, academic, insurance, publishing and medical fields, namely, information and document sharing on a global computer network, information and document management, information and document production, information and document collaboration, and information searching and retrieval services

computer software, namely, global computer network site tools for document distribution, production and collaboration and EDGAR search global computer network site tools

document services for the legal, investment banking and corporate vertical markets, namely, document creation, editing, distribution, collaboration and printing services; SEC EDGAR conversion services

computer programs providing financial analyses

Accessible website in the field of insurance and annuities, namely, providing policy and contract information online

financial planning

Financial information provided by electronic means

Computer software for use in reporting accounting transactions

Bookkeeping and Accounting services

compiling and disseminating financial and investment information electronically

computer services, namely the design and development of computerized software for the purpose of information storage and retrieval; provide access to computerized database in the field of business and finance

financial services, namely analysis of financial statements for investors, creditors, and other users of financial statements

on-line market and investment information services, namely, providing information in the nature of stock quotes, market indexes, currency exchange and specific financial information about corporations

computer e-commerce software to allow users to perform electronic business to business transactions via a global computer network

Downloadable documents in the field of personal finance provided via a website; Downloadable e-books in the field of personal finance

Financial services, namely providing services related to the management of commissions via a website or a global computer network for the institutional investment community, including, investment managers, pension plan sponsors, research providers and broker/dealers

Advertising agency services, namely providing online advertisements for others; commercial information agency services, namely collecting marketing and demographic data

FinancialStream Software by StoneWater Systems is a powerful new way for corporations to model, analyze, automate and transact the financial relationships that drive business; Whether it's relationships with employees, partners or customers, FinancialStream software provides a highly flexible, easy to deploy solution for managing the financial streams that flow from any number of complex relationships; In today's connected economy, financial relationships with employees, partners and customer...

Estate trust management; Financial planning for retirement; Financial services, namely, wealth management services

Financial educational services, namely, conducting seminars, classes and conferences regarding financial management; providing training in the field of financial accounting, financial management, financial markets, corporate finance, personal finance, economic management, risk management and real estate finance

object-oriented computer software for use as a navigation tool for use with business and financial data and users' manuals sold together therewith as a unit

integrated computer systems, comprising computer kiosks, namely, automated stations with computers and computer monitors and printers, software applications, namely, software for communication and financial service transactions processing, and video conferencing peripherals, namely, video conferencing camera, video boards, microphone and sound speakers for integrating computer networks for use in processing information and documents in the financial service transactions processing field

COMPUTER PROGRAMS FOR PROCESSING, COMPILING AND ANALYZING DATA RELATING TO DEPOSITORY INSTITUTIONS' TRANSACTIONS

CUSTOM DESIGNING COMPUTER PROGRAMS FOR PROCESSING, COMPILING, AND ANALYZING DATA RELATING TO DEPOSITORY INSTITUTIONS' TRANSACTIONS, AND CONSULTING SERVICES IN CONNECTION THEREWITH

on-line and internet access services, namely, providing multiple user access to and from a global computer, information network for the transfer and dissemination of a wide range of information, including providing financial and investing information to others

PROVIDING A PORTAL WEBSITE OVER A GLOBAL COMPUTER NETWORK; PROVIDING FINANCIAL SERVICES IN THE NATURE OF FINANCIAL CONSULTATION AND INVESTMENT SERVICES AND DATA MANAGEMENT SERVICES, NAMELY GATHERING, STORAGE AND RETRIEVAL SERVICES IN THE FIELD OF INSURANCE; AND PROVIDING ONLINE FINANCIAL INFORMATION, NAMELY INFORMATION ABOUT ALL TYPES OF INSURANCE

Publications, namely, newspapers and newsletters featuring news, trends and issues of interest for corporate financial executives

newsletters featuring topics on finances

Application service provider (ASP) featuring software for use in trading securities and commodities for financial and investing services

Securities trading and investing services via the internet

Computer software, namely, software for the analysis and selection of trades and investments in securities and commodities via the internet

providing information in the fields of financial planning, investment advice, and financial management via the internet

computer programs used by financial management and financial analysts

advertising and promotion of the sales of goods and services of others through purchase continuity programs consisting of the issuance of points, stamps or credits for purchases from participating sellers of goods and/or services, which can be redeemed for goods or services from a catalog or from designated participating merchants and service providers

Magazines in the field of finance; Newspapers; Books in the field of finance

Educational services, namely, conducting classes, seminars, conferences, workshops in the field of finance; Membership club services, providing information to members in the field of financial education

Financial management consulting services for businesses and other entities

Financial management software for businesses and other entities

Computer software for text analysis in the financial domain

Computer software for use in financial data analysis, financial information communication, financial research, financial planning, and financial management