Publications and printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the investment, investment brokerage, asset management and financial field

mutual fund investment services

Computer software for use in analysis, education, account access, and account management in the investment, investment brokerage, asset management and financial field; and computer software downloadable from the Internet for use in analysis, education, account access, and account management in the investment, investment brokerage, asset management and financial field

Capital investment consulting; Commodity investment advice; Financial administration of scholarship programs; Financial risk management; 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 analysis; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Advice relating to investme...

fund investment consultation; fund investment services featuring securities offered according to previously established criteria; funds investment; management of a capital investment fund; mutual fund brokerage; mutual fund investment; management of an exchange traded fund; exchange traded fund brokerage; exchange traded fund investment

INVESTMENT CONSULTING SERVICES

Providing temporary use of non-downloadable cloud-based software to investors for performing financial data analysis, financial environmental analysis, and financial portfolio constructions

mutual fund brokerage, management, investment advisory and distribution services

Financial services, namely, wealth management services, namely, consulting with clients on insurance products, but excluding underwriting and issuance of insurance-related financial products and insurance and reinsurance

financial asset management; financial investment services in the field of turnkey asset management; financial investment services, namely, financial investment brokerage, financial investment analysis, investment management; financial advisory services; financial and administrative services, namely, financial consultation, financial analysis, financial trust administration; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equitie...

Financial services, namely, investment and advisory services, underwriting and investment management of annuities and defined contribution plans; investment management services; administration of employee retirement plans; retirement planning services; estate planning services; insurance underwriting, administration and agency services in the fields of life, long term care and disability insurance; providing financial and investment information and research by means of a global computer netwo...

Software as a service (SaaS) services featuring software for use in blockchain-enabled digital rights management; platform as a service (PaaS) services featuring computer software platforms for use in blockchain-enabled digital rights management

Providing information and research in the field of finance and financial investments

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

INVESTMENT MANAGEMENT, AND ADVISORY SERVICES; INVESTMENT ADVICE; FINANCIAL INVESTMENT IN THE FIELD OF SECURITIES; INVESTMENT MANAGEMENT SERVICES; FINANCIAL ADVICE AND CONSULTANCY SERVICES; FINANCIAL INFORMATION; FINANCIAL ADVICE; FINANCIAL PLANNING; FINANCIAL MANAGEMENT; SOCIAL INVESTING BEING THE PROVISION OF INVESTMENT STRATEGIES, CONSULTATION, RESEARCH AND ADVICE WHICH SEEKS TO CONSIDER BOTH FINANCIAL RETURN AND SOCIAL GOOD TO BRING ABOUT A SOCIAL CHANGE; SOCIAL INVESTING, NAMELY, PLACING ...

Downloadable computer software and computer application software for use on desktop computers, laptops computers, mobile phones, tablet computers, and handheld computers, for use in the field of personal finance, banking, investments and accounting, which allows the software user to link multiple accounts held at various financial institutions, to incorporate data from those various accounts, to display that information to the user in a consolidated view, and to provide an analysis of the con...

Providing information in the field of financial investments related to socially conscious and environmentally conscious investment opportunities; financial services, namely, management of donor advised funds for charitable purposes; investment consultation in the field of donor advised funds

Providing underwriting and administration services for individual and group life, health, homeowners, and automobile insurance, annuities, and pension funds; residential and commercial mortgage lending services; real estate brokerage and management services; investment services

Financial services, namely, stock brokerage, money management and investment advisory services

Providing information, commentary and advice in the field of finance, financial investments and financial valuations

Financial planning and investment advisory services

Financial planning and investment advisory services; Investment advisory services; Investment management; Investment of funds for others

Financial Planning Services, Investment Consulting Services, Investment Management Services, Securities Brokerage Services, Mutual Fund Investment Services

on-line journals, namely, blogs featuring planning, advice and information in the fields of business, financial, retirement, tax, banking, securities, loans, brokerage, investment, asset management, estate, living trust, and retirement planning, advice and information

On-line electronic newsletters delivered by e-mail in the field of investment and investment research

financial services, namely stock and mutual fund brokerage services; investment banking services; providing venture capital; financial planning services; asset management services; and, real estate financing and leasing services

Financial planning and investment advisory services

mutual fund investment, mutual fund brokerage, mutual fund distribution and management of mutual funds

Real estate acquisition services; Real estate agency services; Real estate consultation; Real estate investment services

Business training in the field of financial trading and investment; Personal coaching services in the field of financial trading and investment; Providing education courses in the field of financial trading and investment offered through online, non-downloadable videos and instructor assistance; Providing group coaching in the field of financial trading and investment; Providing on-line training courses, seminars, and workshops in the field of financial trading and investment; Providing a web...

financial analysis and consultation relating to retirement and estate planning; financial planning; money management services; financial management; mutual funds, hedge funds and annuity investment services; investment advice; stock brokerage; and insurance underwriting in the fields of life and health

financial analysis and consultation relating to retirement and estate planning; financial planning; money management; financial management; mutual funds, hedge funds and annuity investment; investment advice; stock brokerage; and insurance underwriting in the fields of life and health

(Based on Use in Commerce) Providing and updating a financial index of securities values and classification, analysis, and reporting thereof(Based on Intent to Use) Compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes

FINANCIAL SERVICES, NAMELY, ASSET MANAGEMENT, BROKER AND DEALER SERVICES FOR SECURITIES, HEDGE FUND ACTIVITIES, NAMELY, INVESTMENT ADVICE FOR MUTUAL FUNDS, AND VENTURE CAPITAL INVESTMENT ADVISING AND VENTURE CAPITAL INVESTMENT SERVICES

Mutual fund services

Recorded computer software for financial planning, financial management, and investment management; downloadable computer software for financial planning, financial management, and investment management; downloadable software in the nature of a mobile application for financial planning, financial management, and investment management

Recorded computer software for financial planning, financial management, and investment management; downloadable computer software for financial planning, financial management, and investment management; downloadable software in the nature of a mobile application for financial planning, financial management, and investment management

Mutual fund investment services; investment management; investment advisory services

Financial services in the field of retail investment and securities brokerage, namely, brokerage services concerning securities, commodities, mutual funds, annuities and insurance products; financial planning services; trust estate management services; asset management services; and insurance agency services in the field of annuities and life and property and casualty insurance

fixed income and global asset allocation

Providing services in the investment and financial field, namely, investment brokerage, investment management, asset management, investment advice, investment consultation, financial research, college savings plans, charitable fund raising, retirement financial planning, and variable annuities investment; insurance agencies in the field of life insurance and annuity brokerage; real estate financing, real estate investment, real estate management, real estate agencies, real estate brokerage, s...

Financial consulting services; investment portfolio manager evaluation services; investment portfolio monitoring services; investment portfolio performance analysis services; investment research services; trust and investment management services; securities brokerage services; providing financial information by electronic means; providing information in the field of finance; Financial services , namely, providing risk management services, investment services or portfolio management services

Real estate brokers, real estate agencies and real estate management

Investment advisory services

operating online marketplaces for sellers and buyers of securities in the field of financial investment

operating online marketplaces for sellers and buyers of securities in the field of financial investment

operating online marketplaces for sellers and buyers of securities in the field of financial investment

Advice relating to investments; Financial investment analysis and stock research; Investment management

Providing a website featuring on-line non-downloadable software that enables users to contribute data relating to their own consumer behavior toward aggregation, for market research purposes, and receive compensation for their data contribution

Downloadable non-fiction e-books on a variety of topics; Non-fiction audio books on a variety of topics