Promotional clothing items, namely, shirts and hats

Promotional clothing items, namely, shirts and hats

Educational services, namely, seminars and workshops in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters, health-related matters; providing course materials and assessment and planning tools in connection therewith

Promotional food items, namely, candy

Education and training in the field of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters, offered through workshops, seminars [ , and video tapes ]

Organizational fundraising kits comprised of banners, paper invitations, paper cards, paper name tags, stickers, and notebooks, and also including t-shirts and a magnetically encoded prepaid debit card for fundraising expenses

Investment advisory services; securities underwriting services; investment management and consultation services; financial planning services

Educational services, namely, seminars and workshops in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters, health-related matters and the distribution of course materials in connection therewith

Educational services, namely, seminars and workshops in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters, health-related matters and the distribution of course materials in connection therewith

Recruiting and organizing volunteers for renovating and constructing homes for low-income families

Charitable services, namely, organizing volunteer programs and community service projects

Philanthropy consultation relating to taxation planning

Promoting and administering a loyalty incentive program to promote charitable purposes

Promoting and administering a loyalty incentive program to promote charitable purposes

Promoting and administering a loyalty incentive program to promote charitable purposes

FINANCIAL SERVICES, NAMELY, FULL-SERVICE BANKING SERVICES, MORTGAGE LENDING SERVICES, COMMERCIAL AND CONSUMER LENDING SERVICES, DEBIT AND CREDIT CARD SERVICES, CREDIT UNION SERVICES, AND ONLINE BANKING SERVICES

Education and training in the field of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters, offered through workshops, seminars, and video tapes

Promotional food items, namely, candy

Promotional food items, namely, candy

[ Education and training in the field of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters, offered through workshops, seminars, and video tapes ]

FINANCIAL SERVICES, NAMELY FULL-SERVICE BANKING SERVICES, TRUST SERVICES, MORTGAGE LENDING SERVICES, COMMERCIAL AND CONSUMER LENDING SERVICES, INVESTMENT MANAGEMENT AND INVESTMENT ADVICE AND CONSULTATION SERVICES, DEBIT AND CREDIT CARD SERVICES, AND ONLINE BANKING SERVICES

FINANCIAL SERVICES, NAMELY FULL-SERVICE BANKING SERVICES, TRUST SERVICES, MORTGAGE LENDING SERVICES, COMMERCIAL AND CONSUMER LENDING SERVICES, INVESTMENT MANAGEMENT AND INVESTMENT ADVICE AND CONSULTATION SERVICES, DEBIT AND CREDIT CARD SERVICES, AND ONLINE BANKING SERVICES

Banking Services; Financial Services, Namely, Financial Consultation, Analysis And Planning; Retirement Management Services, Namely, Investment Management Of Retirement Accounts; Investment Management; Investment Advice; Investment Consultation; Investment Management And Administration Of Retirement And Legacy Trust Accounts; Estate Planning; Estate Trust Management; Financial Administration Of Retirement Plans; Capital Investment Services; Financial Portfolio Management; Funds Investment; In...

FINANCIAL SERVICES, NAMELY, PROVIDING ASSOCIATION AND INFORMATION SERVICES TO THOSE WITH AN INTEREST IN FINANCIAL PLANNING AND PROVIDING ONLINE INFORMATION IN THE FIELD OF FINANCIAL SERVICES

EDUCATIONAL SERVICES, NAMELY, PROVIDING SEMINARS AND WORKSHOP PROGRAMS IN THE FIELD OF FINANCIAL PLANNING

PRINTED PUBLICATION, NAMELY, NEWSLETTERS, BROCHURES, BOOKLETS AND TEACHING MATERIALS IN THE FIELD OF FINANCIAL PLANNING

Printed publications, namely, newsletters, brochures, booklets, and teaching materials in the field of financial planning

Promotional food items, namely, candy

Education and training in the field of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters, offered through workshops, seminars, and video tapes

Promotional food items, namely, candy

[ Education and training in the field of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters, offered through workshops, seminars, and video tapes ]

Promotional items made of metal, namely, metal key holders, metal money clips

Computer software for personal financial planning and estate planning

Financial analysis, planning, and consultation services; financial planning for retirement; investment consultation services; insurance consultancy services

Providing On-line information in the field of personal finance and developing healthy financial habits

Providing information about investing and financial planning for retirement

Crowdfunding services in the nature of providing financing from money collected from individuals; providing an interactive website featuring personal fundraising services, by means of providing individuals with the information and opportunity to make monetary donations to pay for tuition and other educational expenses of college and university students

Closed-end fund investment services open to all investors; closed-end fund investment services; interval fund investment services; investment of funds

SECURITIES DISTRIBUTION, BROKERAGE, AND INVESTMENT SERVICES; SECURITIES UNDERWRITING SERVICES; INVESTMENT MANAGEMENT AND CONSULTATION SERVICES; FINANCIAL PLANNING SERVICES

SECURITIES DISTRIBUTION, BROKERAGE, AND INVESTMENT SERVICES; SECURITIES UNDERWRITING SERVICES; INVESTMENT MANAGEMENT AND CONSULTATION SERVICES; FINANCIAL PLANNING SERVICES

Insurance services, namely, underwriting, issuing and administration of life insurance

non-downloadable electronic publications, namely, magazines, featuring financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters

Mutual funds investments; mutual fund administration, distribution and investment services; financial consulting and advising relating to mutual fund investments; providing financial information in the field of mutual funds and investing; providing a website featuring educational information in the field of mutual funds and investing

Educational services, namely, conducting classes, seminars, and workshops in the field of mutual funds and investing and publishing and distributing educational materials in connection therewith

College consulting services, namely, assisting students in finding colleges and universities and completing the application process

Providing student and family focused educational information in the field of general financial literacy and financial planning; providing student loan information; providing information in the field of financial advice, namely, budget planning; providing information in the field of personal finance

Annuity services, namely, account and investment administration; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; investment management of and distribution of annuities; underwriting, issuance and administration of annuities

Financial management; financial asset management; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial portfolio management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment advisory services; investment advisory services for which clients pay an asset-based fee for investment selection, asset a...

Financial services, namely, trust company services and investment management services; professional fiduciary representative services

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; financial portfolio management; mutual funds investments; providing financial information in the field of mutual funds and investing