online services

Providing courses of instruction in the field of finance and financial management

Financial consultancy services in the nature of financial advice and analysis; Investment advisory services; financial Investment management, planning, and advice services; Providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; Financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services

NEWSLETTER

Financial planning

Entertainment services, namely, an ongoing series featuring financial advice rendered through radio broadcasts and online non-downloadable videos

Financial records management and tax planning

MAGAZINE FOR CONSUMERS

Financial planning

Monthly Newsletter

Computer software for automated management of personal finances and banking

PERIODICAL MAGAZINE CONCERNING PERSONAL FINANCE, INVESTMENTS, CAREERS AND CONSUMER PRODUCTS AND SERVICES

BANK SERVICE THAT LINKS RETAIL AND TRUSTSERVICES BY COMBINING INVESTMENT, BROKERAGE, AND RETAIL BANKING PRODUCTS INTO A SINGLE PRODUCTS

Providing non-medical personal assistant services for others in the nature of planning, organizing, coordinating, arranging and assisting individuals to perform daily tasks

financial planning; retirement planning, wealth retention, estate planning and investment management consulting services

Financial advisory services for retirement planning for both groups and individuals; individual financial planning services

financial consultation services for corporate employees as part of an employee benefit program featuring personal financial advisors

FINANCIAL SERVICES, NAMELY, FINANCIAL ADVISORY SERVICES,

FINANCIAL SERVICES, NAMELY, FINANCIAL COUNSELING, FINANCIAL PLANNING, AND FINANCIAL MANAGEMENT SERVICES

Financial planning services using computer generated asset allocation models

financial planning services using computer generated asset allocation models

Income tax preparation; Tax and taxation planning, advice, information and consultancy services

free standing booths comprising wall units, cabinets, shelves, counters and accessories therefor

Providing information on a website on a global computer network for financial portfolio management, financial valuation and financial records for individual clients, insurance agents and insurance agency personnel

Printed matter, books and manuals used to teach financial philosophy, strategies and responsibilities

FINANCIAL EDUCATION, MARKETING AND PLANNING SERVICES, NAMELY PROVIDING EDUCATIONAL AND MARKETING MATERIALS AND FINANCIAL PRODUCTS AND SERVICES TO ACCOUNTANTS AND OTHER PROFESSIONALS IN CONNECTION WITH SUCH PROFESSIONALS MARKETING AND DELIVERY OF FINANCIAL SERVICES AND PRODUCTS TO THE PUBLIC

FINANCIAL SERVICES, INCLUDING FINANCIAL ANALYSIS, INCOME AND TAC REVIE W, DEVELOPMENT OF FINANCIAL GOALS AND DESIGNING INVESTMENT PROGRAMS

Financial consulting

financial information in the nature of mortgage lending, investments, insurance brokerage and financial planning

Estate planning; financial analysis and consultation; financial information in the nature of rates of exchange, financial exchange and financial forecasting; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; capital investment consultation and advice; fund investment consultation; investment consultation; funds investment; mutual funds investment; commodity investment advice; investment advice; cap...

Development of customized financial solutions for individuals, groups and entities, namely, financial planning, investment advisory services and coordination of financial advisory team; investment and financial advisory services; strategic financial advisory services

Financial planning; Financial planning consultation; Insurance consulting in the field of disability income, life, and long-term-care insurance; Investment advice; Real estate lending services; Advice relating to investments; Consultancy services relating to insurance; Estate trust planning; Financial retirement plan consulting services; Financial planning for retirement; Investment consultation in the fields of bonds, brokerage accounts, common stocks, educational IRAs, financial outcomes, g...

Consultancy services relating to insurance; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Insurance agencies; Insurance agency and brokerage; Insurance brokerage; Financial advice and consultancy services; Financial advisory and consultancy services

FIDUCIARY REPRESENTATIVES

Financial advice and consultancy services for individuals; Financial planning for individuals; Financial planning consultation for individuals

Providing information in the field of personal finance via a website

Providing information in the field of personal finance via a website

Credit and financial consultation; Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families

Financial services, namely, investment management and planning, insurance planning, tax planning, estate planning, college planning, retirement planning

income tax consultation services

Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development

Platform as service featuring computer software for personal finance management

Wallet-sized cards containing a computer-readable memory unit configured for exchanging personal, medical and financial information with a computer system

Financial consultation and advice

Computer software, namely, electronic financial platform that accommodates multiple types of payment and debt transactions in an integrated mobile phone, PDA, and web based environment

FINANCIAL PLANNING REPORTS, SERVICES, AND SEMINARS

Educational services, namely, conducting educational programs for administrators and instructors at institutions of higher education to instruct them on providing personal finance counseling to college students

Educational software featuring instruction in personal financial management

PERIODICAL NEWSLETTER RELATING TO VARIOUS FINANCIAL MATTERS FOR USE BY DIFFERENT BANK CLIENTS OF THE APPLICANT

Our system is a process of collecting information that consists of a series of evaluations and is an analyzing software to help clients and potential clients to plan out their financial future