Financial services, namely, investment consulting and management services, estate, insurance and financial planning services and estate trust and trust management services

Educational services, namely, conducting classes, workshops, retreats, conferences, camps, training, and mentoring in the field of finance, real estate, entrepreneurship, business, personal development, and faith and distribution of educational materials in connection therewith; Professional coaching services in the field of finance, real estate, entrepreneurship, business, personal development, and faith; Educational and entertainment services, namely, providing motivational speaking service...

Educational services, namely, providing online education courses, live seminars, digital home study training courses and correspondence courses to individual investors in the fields of stocks, options, exchange-traded funds, foreign exchange, commodities, and futures

FINANCIAL SERVICES, NAMELY, BROKERAGE SERVICES IN THE FIELDS OF STOCKS, BONDS, OPTIONS AND MUTUAL FUNDS, INVESTMENT ASSISTANCE, NAMELY, ADVICE ON INVESTMENT STRATEGIES AND PORTFOLIO ADVICE IN THE NATURE OF ADVICE IN RELATION TO FINANCIAL PORTFOLIO MANAGEMENT, GUIDANCE IN THE NATURE OF PROVIDING ADVICE IN THE FIELD OF FINANCIAL INVESTMENTS AND TRADING OF STOCKS, BONDS, OPTIONS AND MUTUAL FUNDS; ONLINE TRADING IN THE NATURE OF BROKERAGE SERVICES IN THE FIELDS OF STOCKS, BONDS, OPTIONS AND MUTUA...

Banking; Securities brokerage

Financial investment services in the field of real estate, namely, offering commercial real estate investment products; commercial real estate investment; management of commercial real estate investment funds; investment advisory services in the field of commercial real estate; real estate equity sharing, namely, managing and arranging the ownership and co-ownership of real estate; real estate financing consultation; real estate investment consultation; financial investment services in the fi...

financial and investment services

Financial affairs and monetary affairs, namely, financial information, management and analysis services; financial analysis; financial consultancy; fund investments; banking; financial consultancy; financing services; providing financial services relating to financial products for banks and financial institutions, namely, asset and investment development and brokerage; financial portfolio management; financial transaction services, namely, providing secure commercial transactions and payment ...

Financial services, namely, [ banking services, ] mutual fund [ and electronic funds transfer ], financial portfolio management in stocks,bonds, securities, monetary investment and equities, investment fund for others, fund management services, mutual fund [ brokerage and ] investment services, establishing mutual funds and securities portfolio for others; management and brokerage of securities portfolio for others; [ banking; insurance brokerage services; life insurance brokerage and consul...

FINANCIAL SERVICES, NAMELY, INVESTMENT AND MUTUAL FUND BROKERAGE SERVICES

FINANCIAL INVESTMENT CONSULTING SERVICES

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

Providing online, non-downloadable software for the analysis and selection of trades and investments in securities and commodities via the internet

Securities trading and investing services via the internet

Financial services, namely, raising money for investment purposes from investors for purchasing and investing in companies

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...

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