Providing regulatory investment communications and securities brokerage information by means of a global computer network

operation of mutual funds for others

Downloadable software for researching investors, namely, software for identifying influential individuals within a particular industry, software for identifying valuable people within a particular industry, software for identifying influential investors within a particular industry, and software for identifying valuable investors within a particular industry; Downloadable software for communicating with investors, namely, software for communicating with influential individuals within a partic...

The investor mindset is an education platform within the real estate and financial space. We change how you think about money. Shifting someones mindset about money is core to philosophy. We do this through coaching, mentorship, education and live events. This enables our clients to start living a better life through the actions they take and the things the do

Computer programs

Compilation, processing, preparation and provision of financial information and data for use in analyzing security trader sentiment in relation to the performance of financial markets; providing and updating a financial index in the nature of quantitative measurements for use in analyzing security trader sentiment

Real estate investment services

Real estate investment

providing an on-line forum for registered users to participate in discussions concerning investments in and performance of public companies, get feedback from and share ideas with their peers, form virtual communities, and engage in social networking

Providing information regarding financial investments to managers of large pension funds over a global computer network

Real estate agency services; Real estate brokerage; Commercial and residential real estate agency services; Residential real estate agency services

Providing real estate leads for prospective purchasers

Financial and investment services, namely, investing, providing investment advice and investment services, private equity investing and management services, financial asset and investment management services, and investment banking services

Financial and investment services, namely, investing, providing investment advice and investment services, private equity investing and management services, financial asset and investment management services, and investment banking services

Financial services, namely, investment and corporate governance services

Entertainment services, namely online skill-based contests featuring prizes of the goods and services of others to its winners

Providing a website featuring non-downloadable software for electronic workflow management processing for use in the alternative asset industry, which software enables tracking, storage, transmittal, review, and execution of subscription documents and facilitates marketing and client communications

investment brokerage and consultation, insurance brokerage and consultation, securities brokerage, mutual fund brokerage, brokerage in the field of retirement plans, annuity underwriting

INSURANCE UNDERWRITING SERVICES, INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES

A computer application that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

provision of mortgage banking, mortgage lending and mortgage brokerage services

Providing and updating a financial index

Printed educational materials in the field of investing and finance, for distribution by retirement plan sponsors to retirement plan participants

providing an on-going [ radio ] program featuring financial planning and investment advisory services

INVESTMENT ADVISORY SERVICES

Investment advice and investor personality type assessment services

Financial Planning

investment newsletter

calculators for doing financial calculations

Bonus award program, namely, awarding points redeemable for the goods and services of others

providing insurance services in the field of real estate, namely, providing insurance services in the nature of commitments to issue policies of title insurance based upon the satisfaction of future contingencies

Computer Programs Recorded on Tapes, Discs and Cards for Use in Comparing Existing Stock Portfolios Against Changes in Common Stocks

Financial advisory and consultancy services; financial analyses; financial asset management; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial portfolio analysis services; advice relating to investments; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, comm...

Financial investment consultation for security selection and portfolio construction that evaluates changing risk characteristics and market conditions over time

Financial investment consultation for security selection and portfolio construction that evaluates changing risk characteristics and market conditions over time

The Investor Profile Tool provides online non-downloadable computer software search tools for accessing investor data and generating reports containing investor traits, attitudes and behaviors, which advisors can access via a desktop or mobile platform

Promoting public awareness of the need to make wise and safe investment decisions; production of public service announcements in the field of making wise and safe investment decisions

Risk Management product reducing investment risk

INVESTIGATIVE SERVICES FOR INVESTORS INVESTIGATIVE SERVICES FOR INVESTORS

Commercial and residential real estate agency services; Real estate insurance underwriting services

real estate investment software

Financial services, namely, providing information about loans for investors, possible investors and trustees

Financial services, namely, providing information about loans for investors, possible investors and trustees

Software as a service (SAAS) services featuring software for use in identifying, tracking, monitoring, and connecting emerging companies and small businesses with investors and potential investment opportunities; platform as a service (PAAS) featuring software platforms for identifying, tracking, monitoring, and connecting emerging companies and small businesses with investors and potential investment opportunities

Business development services, namely, providing start-up support for small and emerging businesses of others; business support services, namely, business consulting to small and emerging businesses; new business venture development and formation consulting services; providing a website featuring company profiles for business owners to attract investors and venture capital; business advisory services in the nature of identifying, monitoring, and connecting investors with emerging companies an...

Downloadable computer software and mobile application software for use in identifying, tracking, monitoring, and connecting emerging companies and small businesses with investors and potential investment opportunities

educational services, namely conducting conferences in the field of venture capital fundraising

providing information in the field of energy efficiency

Financial advisory services

Financial planning and investment advisory services; Financial planning for retirement; Investment advice; Investment advisory services; On-line financial planning services; Providing information and research in the field of finance and financial investments