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

Brokerage of loans, credit, credit card payments; insurance brokerage and credit brokerage; brokerage in relation to the opening of current accounts and deposit accounts; insurance administration; financial affairs, namely, financial information, management and analysis services; monetary exchange; real estate investment services; financial advice; financial information; financial sponsorship of online brokerage firms, fintech companies, and financial services; collection of debts; financial ...

Financial information; Financial investment information

Financial services, namely, wealth management services

Carpeting; Wallcoverings; Carpet underlay; Carpets, rugs, mats and matting, linoleum for covering existing floors; Chair mats; Door mats of textile; Floor coverings; Floor mats for vehicles; Gymnasium exercise mats; Gymnastic mats; Interlocking floor runners; Non-slip mats for baths; Non-slip shower mats; Personal exercise mats; Pet feeding mats; Plastic bath mats; Protective floor coverings; Rubber mats; Sheets of plastic for covering walls; Yoga mats

Procurement services for others (purchase of goods and services for other businesses); business investigations; economic forecasting; commercial project management and administration; commercial business management; commercial business management for others; services provided by consultants and commercial business management; company management and administration services; services provided by consultants and provision of advice relating to commercial business management; services provided by...

Investment analysis services; provision of advice relating to investment; asset management; fund investment; asset and portfolio management; conducting of transactions on capital markets; banking, financial and insurance services; banking and financing services; advice with respect to financial investments; services provided by consultants relating to capital investment; consultancy services relating to educational financial assistance; services provided by consultants in the field of financi...

educational services, namely conducting online and in-person classes, seminars, conferences and workshops in the field of financial education, and distributing course materials in connection therewith