Financial investment services; Financial advisory and consultancy services; Financial portfolio management; Financial planning and investment advisory services; Funds investment; fund investment services; mutual funds and capital investment; Investment of funds for others in the fields of equity index funds, active equity funds, fixed income products, multi-asset funds, separately managed accounts, and money market funds; Financial services, namely, trading in commodities, securities, options...

Financial investment services; brokerage and fund distribution; Financial advisory and consultancy services; Financial portfolio management; Financial planning and investment advisory services; Funds investment; fund investment services; mutual funds and capital investment; Investment of funds for others in the fields of equity index funds, active equity funds, fixed income products, multi-asset funds, separately managed accounts, and money market funds; Financial services, namely, trading in...

attorney referral services in the field of estate planning

Banking services, mortgage services, home equity lines of credit, [ certificates of deposit, ] checking accounts, savings accounts, [ money market deposit accounts, ] credit lines [, credit card services ]

Banking services, namely, checking accounts

Banking services, namely, savings accounts

Financial services, namely, electronic bill presentment and bill payment

Bill payment services and electronic payment, namely, electronic processing and transmission of bill payment data

financial services, namely mutual fund investment services

financial services, namely mutual fund brokerage services

Brokerage services in the field of bonds and fixed income investments; investment services in the field of bonds and fixed income investments; investment advice in the field of bonds and fixed income investments; investment account information services, namely, providing portfolio analysis in the form of quarterly reports; providing financial information relating to bond yields and fixed income investment yields by telephone and via global computer network; providing information relating to t...

financial services, namely, mutual fund brokerage services

financial services, namely providing information about mutual funds prices and availability

Brokerage services in the field of bonds and fixed income investments; investment services in the field of bonds and fixed income investments; investment advice in the field of bonds and fixed income investments; investment account information services, namely, providing portfolio analysis in the form of [ quarterly ] reports; providing financial information relating to bond yields and fixed income investment yields by telephone and via global computer network; providing information relating ...

downloadable electronic publications in the nature of written articles, newsletters, reports and infographics in the fields of current events, government, economics and U.S. and international financial markets

securities brokerage services

Brokerage services in the field of certificates of deposit; investment services in the field of certificates of deposit; investment advice in the field of certificates of deposit; providing financial information relating to yields of certificates of deposit by telephone and via global computer network; providing information relating to the availability of certificates of deposit via a global communication network

Brokerage services in the field of certificates of deposit; investment services in the field of certificates of deposit; investment advice in the field of certificates of deposit; providing financial information relating to yields of certificates of deposit by telephone and via global computer network; providing information relating to the availability of certificates of deposit via a global communication network

FINANCIAL INFORMATION PROVIDED BY ELECTRONIC MEANS IN THE FIELDS OF INVESTING, FINANCE, FINANCIAL PLANNING AND INVESTMENT STRATEGY

periodical publications in the fields of investing, finance, financial planning, and investment strategy

entertainment services, namely, hosting golf tournaments; entertainment services, namely, organizing and hosting social, sporting, culinary, musical and artistic events for client appreciation

entertainment services, namely, hosting golf tournaments; entertainment services, namely, organizing and hosting social, sporting, culinary, musical and artistic events for client appreciation

banking services; financial research; providing financial and investment advice, analysis and consultation services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; estate planning; estate trust planning; financial planning for retirement...

banking services; financial research; providing financial and investment advice, analysis and consultation services; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; estate planning; estate trust planning; financial planning for retirement...

Educational services, namely, workshops, seminars, and conferences in the fields of investment and finance

Educational services, namely, workshops, seminars, and conferences in the fields of investment and finance

Charitable services, namely, providing donor-advised fund services to others in the nature of accepting, managing, investing, and granting charitable contributions

Charitable services, namely, providing donor-advised fund services to others in the nature of accepting, managing, investing, and granting charitable contributions

Charitable services, namely, providing donor-advised fund services to others in the nature of accepting, managing, investing, and granting charitable contributions

Charitable services, namely, providing donor-advised fund and charitable trust services for philanthropic purposes; providing charitable account information and charitable donation information regarding financial contributions to the account and grant distributions from the account; providing financial information in the field of charitable contribution and charitable donation and grant distribution planning

Educational services, namely, providing live and on-line seminars, webcasts, workshops, and events in the field of finance and financial investment; educational services, namely, providing live and on-line instruction in the field of finance and financial investment via an on-line website; providing a website featuring non-downloadable articles in the field of finance and financial investments; providing a website featuring nondownloadable instructional videos in the field of finance

Providing temporary use of on-line, non-downloadable software for monitoring, analyzing, reporting and tracking employee compliance with regulatory rules and corporate policies

Downloadable software for monitoring, analyzing, reporting and tracking employee compliance with regulatory rules and corporate policies

Offering investment fund services in the nature of exchange traded funds and index funds based on a proprietary investment strategy

Offering investment fund services in the nature of exchange traded funds and index funds based on a proprietary investment strategy

Financial management services

financial services

Annuity investment services

Downloadable computer software for use by investment managers for investment portfolio management, namely portfolio accounting, analysis of investments, downloading financial and investment information, client reporting, data management and reconciliation

COMPUTER HARDWARE, NAMELY, A TAPE BACK UP DRIVE INTEGRATED WITHIN A PROTECTIVE FIREPROOF ENVIRONMENT

Financial services

Investment services in the field of mutual funds; investment advice in the field of mutual funds; providing financial and investment information, news, analysis, statistics, and research in the field of mutual funds via the Internet

Computer software, multimedia software recorded on CD-ROMs, and downloadable software for financial market analysis and for trading all forms of securities, namely, stocks, bonds, mutual funds, currencies, commodities, futures, options, indices of any of them, and any other investment vehicles; Downloadable software for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network, namely, software for electronic trading in all for...

providing confirmations of securities trades via a global computer network

Providing online financial information for employees, namely, current equity compensation information; providing online financial information, namely, equity compensation grant history; providing online information pertaining to the procedure for exercising and managing equity compensation; providing stock exchange price quotations online

Providing financial information and analysis in the field of investments

Providing financial information and analysis in the field of investments

Providing financial research in the area of international equities, and providing financial analysis of international equities for the purpose of assisting others in making investment decisions

downloadable electronic publications in the nature of a report in the field of investments

Providing online non-downloadable software for use in administration of equity compensation plans