investment management services; financial portfolio management services; asset management services; mutual fund services, namely, mutual fund investments

publications, namely, magazines, booklets, pamphlets, brochures, reports, manuals and newsletters in the field of finance and investments

Financial services in the field of publicly traded securities, namely, asset management services, investment management services, wealth management services; money management services; investment advice and financial management of funds for others

Organization of exhibitions for cultural or educational purposes

Financial services, namely, wealth management services

Financial investment and underwriting services in the field of stocks, bonds and securities; financial and investment management and consultation services

Providing consultative sessions, namely, consulting in the field of investments related to the investment decision-making process

entertainment services in the nature of an on-going educational and informational program and/or program segment about investments broadcast via television and a global computer network

Educational services, namely, conducting educational courses, workshops, seminars, and trainings in the field of personal finances and distribution of course materials in connection therewith in printed or electronic format; Educational services, namely, conducting educational courses, workshops, seminars, and trainings in the field of personal finances and distribution of course and educational materials in connection therewith; Educational services, namely, conducting educational courses, w...

BUSINESS AND MARKET RESEARCH AND ANALYSIS OF THE BIOTECHNOLOGY INDUSTRY

Market research services

Providing education courses in the field of investing offered through online, non-downloadable videos and instructor assistance

Investor communications, namely investment consultation

Providing financial portfolio management and counseling services to help professional investment advisors build portfolios and to facilitate discussions between advisors and investors on how portfolios will perform across a range of market conditions; providing financial portfolio management and financial counseling services for professional investment advisors and their clients via a global computer network

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from ...

Financial asset management and investment advisory services

newsletter(s) on the subjects of investments, mutual funds and finance for socially conscious investors

Investment advisory services

financial services, namely, managing retirement investment portfolios; managing individual retirement accounts

financial services, namely, managing retirement investment portfolios; managing individual retirement accounts

financial services, namely creating and administering a 401(k) plan that invests in mutual funds

providing information and analysis relating to economic market data; providing business and market research services to individual and institutional financial investors and financial professionals; business management consultation; market analysis

Financial services, namely, providing investment advice, investment management, investment consultation and investment of funds for others; financial analysis and consultation for others, namely, financial professionals and their client investors and individual and institutional investors; financial planning services; providing investment and portfolio status information by electronic means; financial administration of retirement plans; financial investment research services

Financial services, namely, financial asset management and investment advisory services

Financial services, namely, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; monetary exchange services; banking services; financial investment services, namely, administering the issuance, underwriting and distribution of listed and unlisted securities; financial asset management; investment management services; financial portfolio management; investment advisory services; financial planning a...

Financial services, namely, arranging and providing savings plans for educational purposes, educational savings plans, tax-deferred educational savings plans, educational savings plan accounts, educational savings plan account enrollment services, account management services, account deposit services, investment option services, account reporting services, and payroll deduction services in the nature of tax qualified educational savings plan contribution payroll debiting services as part of a...

Investment and Insurance Services

Electronic financial securities and trading services for others; financial services, namely, investment brokerage and electronic trading services for securities, stocks, bonds, capital investments, and equities; financial investment brokerage services; providing financial information in the fields of investment and finance over computer networks and global communication networks; financial information provided by electronic means in the field of finance, securities trading, investments, secur...

Administration of retirement plan, disability plan, death benefits plan, all concerning insurance and finance; financial investment management of retirement, disability and death benefit funds; financial consultation in regard to retirement funds and investments of such funds

Administration of retirement plan, disability plan, death benefits plan, and record keeping in connection therewith; financial investment management of retirement, disability and death benefit funds; financial consultation in regard to retirement funds and investments of such funds

Administration of retirement plan, disability plan, death benefits plan, and record keeping in connection therewith; financial investment management of retirement, disability and death benefit funds; financial consultation in regard to retirement funds and investments of such funds

Administration of retirement plan, disability plan, death benefits plan, and record keeping in connection therewith; financial investment management of retirement, disability and death benefit funds; financial consultation in regard to retirement funds and investments of such funds

Education services, namely, providing coaching and podcasts in the field of finances, investing, and personal development

Education services, namely, providing coaching and podcasts in the field of finances, investing, and personal development

Providing information relating to financial investments; investment brokerage services; financial advisory and consultation services relating to investments; mutual fund brokerage, management, investment advisory, and distribution services

Charitable services, namely, organizing and conducting volunteer programs and community service projects; Charitable services, namely, organizing and developing projects that aim to improve the lives of underprivileged and impoverished people

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Securities trading and investing services for others via the internet

Providing continuing professional education programs in the field of impact investing for investment professionals

Computer games software and instruction manuals sold as a unit for playing computer games used for financial education

Entertainment services, namely, a computer website featuring interactive computer games

board games and equipment sold as a unit for playing board games used for financial education

Waste water treatment services; Water treatment and purification; Water treatment services

banking services

Financial retirement plan consulting services

Business management consulting, strategic planning and business advisory services provided to owners of service-based businesses

Business management consulting, strategic planning and business advisory services helping business owners to develop and optimize the resources to exit their business

Financial planning and investment advisory services

Financial planning and investment advisory services

Investment services, investment consultation for capital and funds, investment advice, investment management; investment and brokerage services in the fields of stocks, bonds, mutual funds, securities and investments; financial consultation, financial planning, financial portfolio management, financial forecasting, financial research and analysis, including the creation of asset allocation models and financial plans; money management services; insurance services in the nature of insurance and...

Financing and loan services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Management of a capital investment fund; Mutual funds and capital investment