investment advice and consultation

BANKING AND INVESTMENT SERVICES

Paper for Drawings, Sketching and Layout Purposes Therefor

Custom painting of artwork for others

Financial lending services, namely, providing a line of credit

Loan financing services

Providing access to trust information via a global computer network

Software as a service (SaaS) for use in financial risk analysis and management, investment analysis and business management

revolving line of credit secured by assets maintained in an investment account

INVESTMENT MANAGEMENT SERVICES

Providing emerging and middle market companies in which the applicant invests with business management consulting services in the fields of business management, human resources, and business marketing; strategic marketing research services; providing a global business network of professionals, consultants and vendors for the on-line exchange of goods and services pertaining to business information services

money management services

BANKING AND TRUST SERVICES

Investment asset management services

financial and investment services, namely, asset allocation management services, investment advisory services, securities execution services and securities custody services

FINANCIAL SERVICES, NAMELY, ADVISING ON AND MANAGING FINANCIAL ASSETS OF OTHERS IN THE FORM OF ACCOUNTS, TRUSTS, ESTATES AND CHARITABLE ORGANIZATIONS

computer software for analyzing and rating the quality, value and risk of securities and groups of securities

financial investment in the field of securities and consultation related thereto

computer software for use in business management education for distribution and use in limited computer networks and global computer networks

Financial services, namely, providing services for evaluating and structuring investment portfolios via the internet

financial computer software programs and the manual sold therewith used for reviewing an individual's investments

COMPUTER PROGRAMS FOR DECISION ASSISTANCE

NAME OF A FINANCIAL PLANNING ASSET ALLOCATION SOFTWARE, ANY LITERATURE & ADVERTISING REFERRING TO SOFTWARE, ANY REPORT GENERATED BY THE SOFTWARE AND THE COMPUTER PROGRAM THAT PROVIDES THE ASSET ALLOCATION

computer software for use by financial services representatives to compare, analyze and choose client investment options from a database of recommended mutual funds

Aggregated analytics for multiple websites, business locations, or internal business units; utilizing either an API system to pull and aggregate the data from the user's existing analytics or data collection system or by inserting a separate tracking code, or through the use of deploying a physical tracking system that communicates with the Portfolio Analytics system via an API

Financial research, analysis and consulting services

investment portfolio accounting, analysis, marketing, and reporting service

Providing on-line financial calculators

Providing temporary use of on-line non-downloadable software development tools for use in financial analysis in the fields of investment and retirement planning

computer software

Financial asset management services, mutual funds management services, ETFs management services

Financial services, namely, servicing of distressed mortgage loans for financial institutions; financial services, namely, servicing of mortgage loans, loan modifications and loss mitigation

annuity underwriting

ANNUITY UNDERWRITING SERVICES

Financial services, namely, customized active management investment product development services

Advertising of commercial or residential real estate; Real estate advertising services; Real estate marketing services; Real estate marketing services, namely, on-line services featuring tours of residential and commercial real estate; Real estate sales management

On-line retail gift shops; Retail gift shops; Retail shops featuring general museum merchandise, art prints, books, jewelry, textiles, giftware, and miscellaneous gift items

Retail gift store and online retail gift store featuring general museum merchandise and miscellaneous gift items

Providing subscription-based temporary use of on-line non-downloadable software for options and investment trading; Platform as a service (PAAS) featuring computer software platforms for portfolio management and investment trading of various asset classes, namely, options, stocks, ETFs, futures, commodities forex, and cryptocurrencies

credit card services, investment consultation and banking services for affluent and/or wealthy clientele

banking and financial services

Providing a website featuring on-line non-downloadable software tools that help customers manage their bank accounts by displaying balance and payment information in calendar form, sorting transactions into different categories, and setting account alerts

Downloadable electronic publications in the nature of reports in the field of investment research and analysis

Information, advisory, consultancy and research services relating to finance and investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of personal finance

Information, advisory, consultancy and research services relating to finance and investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of personal finance

Business management services featuring the administration and management of employee healthcare and prescription drug programs for businesses and the administration and management of pooled healthcare and prescription drug programs to permit participating businesses to realize savings and efficiencies in purchasing and managing employee healthcare and prescription drug programs

Business management services featuring the administration and management of employee healthcare and prescription drug programs for businesses and the administration and management of pooled healthcare and prescription drug programs to permit participating businesses to realize savings and efficiencies in purchasing and managing employee healthcare and prescription drug programs

computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management

Financial services, namely, providing retirement plan fiduciaries with plan investment option portfolio selection and monitoring services

Computer software programs that provide interactive electronic business forms, collateral risk assessment, portfolio management, real estate and financial underwriting, analytical modeling and real estate appraisal valuation