Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

Providing an on-line computer database in the field of locating products, describing products, rating products, pricing products and comparing prices of products

scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signaling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus

FINANCIAL SERVICES, NAMELY, FINANCIAL INVESTMENT IN THE FIELD OF SECURITIES; FINANCIAL MANAGEMENT SERVICES; PRIVATE ASSET MANAGEMENT; INSURANCE CONSULTATION; FINANCIAL PLANNING, NAMELY, RETIREMENT PLANNING, TRUST AND ESTATE PLANNING; ESTATE TRUST MANAGEMENT; PROVIDING ONLINE DATABASES IN THE FIELDS OF FINANCIAL INVESTMENT, FINANCIAL MANAGEMENT, PRIVATE ASSET MANAGEMENT, INSURANCE CONSULTATION, FINANCIAL PLANNING, AND ESTATE TRUST MANAGEMENT

Software as a service (SAAS) services, namely, hosting software for use by others for use in financial services to allow persons to create and implement wealth management strategies

SEMINARS DEALING WITH FINANCIAL PLANNING

Computer program for use by insurers for administration of wealth management insurance and annuity products and services

financial services, namely, providing services for investment management, cash management and generational planning solutions

financial advice and consultancy and asset protection services for guarding wealth through financial asset management

Financial and estate planning, asset management, and investment services

FINANCIAL PLANNING SERVICES; INSURANCE AGENCY IN THE FIELDS OF LIFE INSURANCE,HEALTH INSURANCE,DISABILITY INSURANCE,AND LONG-TERM CARE INSURANCE; INVESTMENT ADVICE, CONSULTATION, AND MANAGEMENT SERVICES

wealth management services, namely, referrals to financial professionals and lawyers from a proprietary database of financial professionals and lawyers

Strategic wealth advisory services, namely, providing fiscal management planning for individuals

financial investment management services, namely, providing guidance on investment related topics via an analytical tool

FINANCIAL PLANNING SERVICES, NAMELY, PROVIDING A PROCESS IN THE NATURE OF FINANCIAL CONSULTATION AND ANALYSIS FOR FINANCIAL ADVISORS AND INDIVIDUAL FINANCIAL PLANNERS TO ESTABLISH AND MAINTAIN A FINANCIAL INVESTMENT PORTFOLIO

College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans for individuals; Financial planning and investment advisory services for individuals; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, estate settlement services for individuals; all afore-mentioned services excluding banking services ...

College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advisory and consultancy services; Financial evaluation for insurance purposes; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial pla...

association to PROMOTE the INTERESTS of PROVIDERS OF products and services to individuals, for-profits, non-profits and social clubs IN THE legal, accounting, Financial, Insurance, and real estate FIELDS

Educational services, namely, conducting programs, courses, classes, seminars, and conferences for professionals in the fields of financial services, financial planning, wealth management, insurance, and charitable giving and fundraising; offering and administering educational examinations for professionals in the fields of financial services, financial planning, wealth management, insurance, and charitable giving and fundraising

Computer software for online analysis and management of business, personal and financial content in the field of financial planning made available through SAAS cloud based computer services

Business consulting services, namely, consulting in the fields of compliance and regulatory relationship management and administration and operations efficiencies

Financial consulting, financial planning, and financial investment management services for individuals and businesses

Computer services, namely providing an online newsletter in the field of investing and related subjects

financial services, namely, broker/dealer services in the fixed income over-the-counter markets; financial investment brokerage services and wealth management services

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment management; Financ...

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan cons...

Advice relating to investments; Financial planning and investment advisory services

Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial risk management

Financial management

Estate planning; Financial analysis and consultation; Financial planning; Financial planning for retirement; Financial portfolio management; Investment advice; Investment advisory services

Estate planning; Financial analysis and consultation; Financial planning; Financial planning for retirement; Financial portfolio management; Investment advice; Investment advisory services

Financial services, namely, wealth management services; Investment advisory services

mutual fund distribution and brokerage services, investment counseling services, real estate investment services, mutual fund administration and investment advisory services

Financial services in the nature of investment of funds for others; financial investment advisory and management services; financial investment consultation; financial investment research services; financial planning services; trust and estate planning services; financial investment in the nature of derivative securities; risk management services

Banking and related financial services, namely, wealth management services

Financial consulting in the nature of financial planning services

Arrangement of training courses in teaching institutes; arranging and conducting of educational colloquiums, conferences, seminars, symposiums and workshops in the field of financial services; educational services, namely, conducting programs in financial services; information on education; [ organisation of exhibitions for cultural and educational purposes; ] providing on-line non-downloadable electronic publications in the field of financial services; publication of books, newsletters, jour...

LEGAL SERVICES IN THE FIELDS OF ESTATE AND TAX PLANNING, FINANCIAL PLANNING, REAL ESTATE, AND EMPLOYEE BENEFIT SERVICES

Providing on-line publications in the nature of newsletters in the field of financial matters [ ; Providing online newsletters in the field of financial matters via e-mail ]

COMPUTER SERVICES, NAMELY, PROVIDING ON-LINE NEWSLETTER IN THE FIELD OF FINANCIAL MANAGEMENT

investment management and financial planning services

Estate planning; Financial advice and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment services, namely, asset acquisition, consultation, development and management services

Financial Planning and Insurance Consultation

investment management and consulting services delivered electronically via the internet; namely, financial advice and investment management for investors, and investment management support to independent advisers

Financial planning and investment advisory services

Estate planning; Financial services in the nature of an investment security; Financial services, namely, wealth management services

Providing a web-based service featuring technology that enables a professional to obtain aggregate information regarding asset, liability and tax related data for their client

FINANCIAL PLANNING

Financial services, namely, investment advice, investment management, investment consultation, investment solutions, and investment of funds for others

Financial planning, namely, a comprehensive plan which provides evaluation and advice regarding a client's investment and financial needs