Financial consulting; Insurance brokerage; Insurance consultancy

Mutual fund advisory services; Mutual fund planning services; Mutual fund investment; Mutual fund development services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, financial asset allocation and portfolio construction; Management of securities portfolios; Financial portfolio management; Financial portfolio analysis services; Global investment research se...

Computer software for transaction processing to upload transactional data, provide online exception processing, provide statistical analysis, and produce notifications and reports

Insurance Consultation and Risk Management Services, Namely, Online Identification, Analysis, and Management of Risk to Homeowners from Exposure to Natural Perils

Computer software, namely, securities trading application software

securities trading application spftware

Computer software for financial modeling, risk simulation, risk management, and simulation acceleration in the field of financial management, and instructional manuals sold as a unit