newsletters and associated books featuring investment advice

Investment advisory services

Trust services, namely, investment and trust company services; Investment management and consultation; Financial consultation; Financial management; and Financial planning

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; Financial asset management; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial risk managem...

Funds investment; Mutual funds and capital investment; 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; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments

INVESTMENT CONSULTING SERVICES

financial management and investment advice

INVESTMENT SERVICES, NAMELY, INVESTMENT CONSULTATION, INVESTMENT OF FUNDS FOR OTHERS; MUTUAL FUND SERVICES, NAMELY, MUTUAL FUNDS INVESTMENT; PROVIDING INVESTMENT ACCOUNT INFORMATION VIA TELEPHONE AND MAIL; AND INVESTMENT MANAGEMENT SERVICES

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; tax 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 ...

Financial planning advisory services; wealth management advisory services; investment management advisory services; provision of information in the field of financial planning; provision of information in the field of wealth management; provision of information in the field of investment management

Providing information in the field of wealth management via the Internet

Financial and investment services, namely, assisting clients with broad wealth management issues, including, estate planning, investment planning, income tax planning and insurance planning

Financial services, namely capital management

INVESTMENT MANAGEMENT SERVICES

Advice relating to investments in the field of sustainable companies with diverse leadership; fund investment consultation in the field of sustainable companies with diverse leadership; financial investment in the field of sustainable publicly traded companies that have diverse leadership

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

INVESTMENT MANAGEMENT AND INVESTMENT CONSULTING SERVICES FOR OTHERS

Investment management

Investment Management Financial Services

financial investment management services

financial newsletter

Investment advice; Investment consultation; Investment management; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space

Mutual fund investment services

Production of visual effects for videos, DVDs, television and for internet websites; Publication of texts, books, magazines and other printed matter; Publication of the editorial content of sites accessible via a global computer network; Publishing of electronic publications; Teleprompting services provided to film and television and corporate public speaking; Training courses in strategic planning relating to advertising, promotion, marketing and business; Training in the field of design, ad...

investment management and investment consulting services for others

Financial investment in the field of real estate ownership and interests in real estate; Real estate investment services

Financial planning; Financial planning and investment advisory services; Financial portfolio management; Financial services, namely, wealth management services

Investment advisory services

Software as a service (SAAS) services featuring software for use in completing a well-being index survey, strengths and values survey, and for setting personal goals all which utilize positive psychology for the purpose of aligning personal and financial well-being

Investment management services

Investment and money management services

Financial and investment services, namely, investment portfolio management and information in the field of asset allocation, buy and sell strategies, cash flow projections and securities analysis; providing financial services with respect to investment products, namely, trading of and investments in securities, mutual funds, real estate investments and charitable gift funds trusts for others; advice relating to investments and charitable monetary giving; equity capital investment; financial a...

financial investment management services

Investment advice and managing the monies of others specifically for stock market investments

Private equity investment and financial management services

LOOSE LEAF REFERENCE BOOK ISSUED PERIODICALLY AND SUPPLEMENTS THEREFOR

EDUCATIONAL SERVICES, NAMELY, CONDUCTING QUARTERLY SEMINARS ON FINANCES USING CLOSED CIRCUIT TELEVISION PROGRAMMING

INVESTMENT ADVISORY SERVICES

Financial services, namely, financial planning, mutual fund brokerage, investment management and shareholder account servicing

Investment management services, namely, managing assets for charities and charitable trusts, administering and managing donor-advised funds, administering charitable trusts, and designing gift and estate plans for charitable purposes

FINANCIAL SERVICES, INVESTMENT MANAGEMENT AND INVESTMENT ADVISORY SERVICES

Providing online news in the field of current events relating to financial investing, economic forecasting and analysis

Providing economic and financial information, and information about the financial services of others over a global computer network; and providing advertising services to financial services companies

Providing economic and financial information, and information about the financial services of others over a global computer network; and providing advertising services to financial services companies

On-line journals, namely, blogs featuring content related to investing

newsletters dealing with financial matters and investing

Credit card payment processing services; Credit card transaction processing services; Credit and loan services; Credit consultation; Financial advice; Financial analyses; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial information; Financial information and advisory services; Financial management; Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financi...

Financial analysis and consultation; Financial planning; Financial services, namely, wealth management services; Investment management

Coaching in the field of finances and wealth management; Education services, namely, providing live and on-line class and seminars in the field of finances and wealth management; Education services, namely, providing classes, seminars, and conferences in the field of finances and wealth management; Providing educational mentoring services and programs in the field of finances and wealth management

Providing an online database featuring financial information, images and other data in the field of finance