Capital investment services; Financial planning; Financial planning consultation; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Investment advisory services; Investment banking services; On-line financial planning services

Financial services, namely, investment management and financial asset allocation; providing customized investment portfolios

PRINTED PUBLICATIONS, NAMELY, FINANCIAL NEWSLETTERS

banking services; namely, a secured loan service

PROVIDING BANKING INSTITUTIONS WITH ADVICE AS TO FUND MANAGEMENT AND INVESTMENT OPPORTUNITIES OF SUCH FUNDS

Financial analysis and consultation; Financial investment brokerage services; Financial management; Financial planning

Investment management, investment consulting, investment advice and financial planning services for non-profit organizations, community foundations, educational or cultural institutions, foundations and endowments, individuals, institutions, and pensions and other employee funds

Education services, namely, providing seminars, workshops, and courses in the field of Investment strategies

Downloadable electronic data files and databases, namely, business and tax forms, for use with computer software; Downloadable tax management data collection software; Downloadable tax management software; Downloadable tax preparation software

Downloadable tax management data collection software; Downloadable tax management software; Downloadable tax preparation software; Downloadable electronic data files and databases, namely, business and tax forms, for use with computer software

Downloadable tax management data collection software; Downloadable tax management software; Downloadable tax preparation software; Downloadable electronic data files and databases, namely, business and tax forms, for use with computer software

Downloadable tax management data collection software; Downloadable tax management software; Downloadable tax preparation software; Downloadable electronic data files and databases, namely, business and tax forms, for use with computer software

Entertainment services, namely, an ongoing multimedia program featuring news, interviews, and commentary on business, finance, education, lifestyle and entertainment distributed via various platforms across multiple forms of transmission media; Entertainment services, namely, providing podcasts in the field of business, finance, education, lifestyle and entertainment; Entertainment services, namely, providing video podcasts in the field of business, finance, education, lifestyle and entertain...

computer software for use in investment portfolio management

Audio cassettes and videotapes dealing with financial investments

Educational services, namely, providing workshops, seminars and lectures in the field of financial investments

Educational services, namely, providing workshops, seminars and lectures in the field of financial investments

ORGANIZING AND CONDUCTING EDUCATIONAL CONFERENCES FEATURING A VARIETY OF ACTIVITIES, NAMELY INVESTMENT WORKSHOPS, SEMINARS AND LECTURES, AND INVESTMENT RELATED EXHIBITS AND BOOTHS FEATURING INFORMATION OF INTEREST TO INVESTMENT-CONSCIOUS CONSUMERS

ORGANIZING AND CONDUCTING EDUCATIONAL CONFERENCES FOR INVESTMENT-CONSCIOUS CONSUMERS FEATURING INVESTMENT WORKSHOPS, SEMINARS, LECTURES AND INVESTMENT RELATED EXHIBITS AND BOOTHS

Audio cassettes and videotapes dealing with financial investments

Education services, namely, a conference examining financial strategies across a spectrum of successful approaches, featuring professional investment managers who discuss their strategies to an audience of financial professionals and students

mutual fund investment services

Financial consulting, financial planning and financial investment management services for individuals and businesses

MARKETING MATERIAL, NAMELY, AUDIO TAPES AND COMPUTER SOFTWARE INTENDED FOR BROKERS AND MANAGERS AND CONTAINING INSTRUCTIONAL MATERIAL TO INSTRUCT THEM ON HOW TO MANAGE TIME, BOLSTER CLIENT BASE, AND BOOST PRODUCTION

financial analysis and consultation; financial portfolio management; financial investment services in the field of securities

Financial information and advisory services

Educational services, namely, providing classes, seminars, workshops in the fields of investing

Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial information and advisory servi...

Estate planning; financial advice and consultancy services; financial investment brokerage; financial planning and investment advisory services; financial planning consultation; financial portfolio analysis services; financial portfolio management; financial research and equity research brokerage services; financial research and information services

Investment advice; Investment advisory services; Investment by electronic means; Investment consultation; Investment management; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Advice relating to investments; Capital investment services; Consultancy of capital investment; Equity capital investment; Fina...

Financial planning services, Investment consulting services, Investment management services

INVESTMENT MANAGEMENT SERVICES

PROVIDING AND MANAGING AUTOMATED SECURITIES BROKERAGE, TRADING AND TRADING STRATEGIES

Executive search and placement services

investment time cycles - managed mutual funds service

INVESTMENT NEWSLETTER

Software for use in making financial investment timing decisions

Financial forecasting, financial research, providing financial information by electronic means, financial analysis and consultation, and investment planning advice; Providing information and databases featuring financial and economic forecasting news, research, analysis, data compilation, statistical and mathematical algorithms and compilation via a global network

Financial services, namely, securities brokerage services and online securities brokerage services; provision of financial and securities related information by means of a global computer network to financial service representatives, their clients and corporate interests; insurance brokerage services

Financial services, namely, securities brokerage services and online securities brokerage services; provision of financial and securities related information by means of a global computer network to financial service representatives, their clients and corporate interests; insurance brokerage services.

computer software for use as a loan application and as a profit/loss statement for landlords

computer software and databases for investment portfolio management and analysis

securities brokerage services

Computer application software for assessing the risks of investing in publicly traded companies

Market research in the financial service industry

Education services, namely, providing non-downloadable webinars in the field of financial markets, trends, and investment advice; Providing a website featuring resources, namely, non-downloadable publications in the nature of reports, articles, and newletters in the field of financial markets, trends and investment advice; Providing on-line newsletters in the field of financial markets, trends, and investment advice; Providing a web site featuring non-downloadable instructional videos in the ...

Providing on-line news in the field of finance

individual investing services, namely, providing financial research, analyses, and consultation for financial investing via an on-line global communication network

books, pamphlets and other written materials dealing with financial planning and asset management

educational programs and seminars dealing with financial planning and asset management