Providing an online non-downloadable software application for use in analysis of equity compensation plan data

Providing financial information online in the field of exchange-traded funds

Providing financial information; financial services, namely, planning and analysis services in the field of exchange-traded funds

computer software for accounting applications related to investment management

insurance brokerage services; providing information in the field of insurance by telephone and by on-line means via a database and by on-line means via web sites on the global computer network

Providing technical assistance to charitable organizations, and to individuals and other organizations for charitable purposes.

Providing online non-downloadable audio-visual content in the nature of documentaries, namely, non-downloadable videos in the field of financial independence, personal growth, and professional achievement

financial services, namely, annuity investment services

Apparatus for recording, transmission or reproduction of sound or images; pre-recorded magnetic data carriers relating to economic, social and political issues; digital media, namely, compact disks, DVDs and downloadable audio files relating to economic, social and political issues; data processing apparatus; computers; educational software featuring instruction relating to economic, social and political issues

audio cassettes, video cassettes, compact discs and CD-ROMs featuring information and advice in the field of education and learning differences

providing information and advice via a global computer network, facsimile, telephone, mail, electronic mail and in-person counseling regarding learning differences and the diversity of educational needs of students

brochures, pamphlets, books, booklets, workbooks, newsletters and periodicals in the field of education and learning differences

Education services, namely, providing classes, seminars, workshops and forums relating to economic, social and political issues; training services relating to economic, social and political issues; entertainment services, namely, conducting parties, cocktail receptions, film exhibitions and events to facilitate the discussion of economic, social and political issues; educational services, namely, organization and conducting of colloquiums, conferences, congresses, seminars, symposiums and tra...

Education services, namely, providing classes, seminars, workshops and forums relating to economic, social and political issues; training services relating to economic, social and political issues; entertainment services, namely, conducting parties, cocktail receptions, film exhibitions and events to facilitate the discussion of economic, social and political issues; educational services, namely, organization and conducting of colloquiums, conferences, congresses, seminars, symposiums and tra...

Charitable foundation services, namely, providing charitable accounts for philanthropic purposes; providing financial account information and charitable donation information; providing financial information in the field of charitable contributions and charitable donation planning

financial services in the nature of mutual fund brokerage services

financial services; namely, mutual fund investment services

Annuity investment services, namely, distribution of annuities; investment management of and distribution of variable annuities

Annuity investment services, namely, distribution of annuities; investment management of and distribution of variable annuities

computer software for use in the field of investing

Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options and indices of any of them; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities brokerage account s...

providing access to financial and investment information; providing access to financial and investment research; providing access to news services; providing access to databases; and providing price quotes for securities

financial services, namely credit card services

Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; securities bro...

Investment management of and distribution of variable annuities

Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for ...

Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for ...

Downloadable electronic publications in the nature of booklets, newsletters, research reports, workbooks, leaflets, brochures, and pamphlets, in the fields of investing, finance, financial planning, investment strategy, business, current events, government, financial portfolio management, and economics; downloadable software for use by investors in the trading and analysis of investments, finances, financial markets, and financial planning, via a global computer network, namely, software for ...

Retirement plan services, namely, investment, brokerage, plan administration and recordkeeping services

Financial services, namely, investment services in the field of collective investment trusts

providing financial information and analysis in the field of investments

Educational services, namely,conducting classes, seminars, workshops, and conferences in the fields of investment, finance, economics, financial planning, portfolio management, retirement planning, money management, investment strategies, asset allocation, and tax strategies

providing a website featuring information, analysis and guidance in the field of the registered investment advisor industry

providing investment information by electronic means; securities brokerage services; [ trust company custody services; ] investment account information services

financial services, namely providing investment information by electronic means to institutional investors and investment managers, namely securities brokerage services, trust company custody services, and account information services

financial services, namely mutual fund investment services

financial services, namely mutual fund investment services

educational services, namely conducting conferences in the fields of finance, investment, money management, and financial planning

financial services in the nature of mutual fund brokerage services

Periodical publications, namely, newsletters in the fields of investing, finance, financial planning, investment strategy, business, investment management, practice management, current events, government, and economics

Downloadable electronic publications in the nature of newsletters in the fields of investing, finance, investment strategy, business, investment management, current events, government, and economics

Financial and financial advisory services for venture capital and private equity investors, namely-- administration of in-kind distributions; administration and negotiation of competitive bids for derivative transactions; administration and negotiation of derivative sales; administration and negotiation of transactions relating to domestic and international, restricted and unrestricted, privately and publicly-traded securities; and coordination of the safekeeping of publicly-traded and privat...

Retirement plan investment services and trustee services

providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financia...

providing downloadable customized personal financial plans; downloadable electronic newsletters in the fields of financial investments and personal financial planning; online, downloadable reports in the nature of white papers in the fields of financial investments and personal financial planning

Financial services, namely, retirement planning services; financial planning, investment and consulting services for retirement and retirement income; financial planning for retirement; financial retirement plan consulting services; financial advice and consultancy services; financial asset management; financial planning and investment advisory services; financial portfolio management; providing automated and customized personal financial, investment management and advisory services, namely, ...

Providing software application programming interfaces, development tools, platforms and support to allow third party software developers to implement integration and communication between existing software utilized by investment advisors and software for investment account creation, investment portfolio management, data management, securities trade order management, client reporting, fund transfer, portfolio accounting and investment performance tracking

downloadable software, namely, mobile applications for establishing managed personal investment accounts; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing, managing and saving personal investment account data; downloadable software, namely, mobile applications for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing

Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financia...

[ Educational services, namely, providing training for investment advisors in the fields of client communications, client management ]