Financial advice and consultancy services

Investment services

providing online nondownloadable software for developing personalized wealth and tax strategies, developing action items for implementing the tax and wealth strategies, tracking progress of implementation of the tax and wealth strategies, storing documents used in implementing the tax and wealth strategies, calculating cash flow, savings, investment, time and rate of return needed to achieve the tax and wealth strategies, providing access to and tracking courses for developing personalized we...

Providing information and advice in the fields of aligning financial goals with life goals; financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; financial planning; financial planning for retirement

Educational services, namely, home study courses and conducting online and in-person seminars in the fields of aligning financial goals with life goals, financial investment strategy, tax minimization strategy, wealth evaluation, wealth creation and building strategies, wealth management strategy, financial planning and retirement planning

Educational services, namely, conducting online and in-person seminars in the fields of aligning financial goals with life goals, financial investment strategy, tax minimization strategy, wealth evaluation, wealth creation and building strategies, and wealth management strategy

Educational services, namely, conducting online and in-person seminars in the fields of aligning financial goals with life goals, financial investment strategy, tax minimization strategy, wealth evaluation, wealth creation and building strategies, and wealth management strategy

Educational services, namely, conducting online and in-person seminars in the fields of wealth and tax and materials therefor; Educational services, namely, conducting online and in-person seminars in the fields of aligning financial goals with life goals, financial investment strategy, tax strategy, tax minimization strategy, wealth evaluation, wealth creation and building strategies, and wealth management strategy and materials therefor

Downloadable computer software for providing financial services to assist with spending, saving and borrowing

Financial services, namely, investment management services, financial planning services, mutual fund investment services, securities brokerage services and financial information provided by electronic means

Financial Services

Computer software for use in the analysis, purchase and trade of securities, stocks, bonds, options, mutual funds and foreign currency

Providing temporary use of online non-downloadable software for the financial services industry that provides investment advisors with a system for use in the operation of their business, including, without limitation, back office for investment accounts, performance measurement and reporting, portfolio/ investment management, financial planning, and customer relationship management functionality

Downloadable computer software for managing and verifying cryptocurrency transactions on a blockchain; Downloadable computer software for managing cryptocurrency transactions using blockchain technology; Downloadable software for generating cryptographic keys for receiving and spending cryptocurrency

Publishing of books, e-books, audio books, and illustrations; Publication of books; Publication of e-books; Publication of audio books; Publication of texts, books, articles, and journals; Online electronic publishing of books, texts, articles, journals, and periodicals; Publication of electronic books, texts, articles and journals on-line; Publication of texts, books, articles, magazines and other printed matter; Multimedia publishing of books, magazines, journals, software, games, music, an...

Financial services, namely, wealth management services

[ Training in the use of software for automating and managing workflow, identifying and managing risk, and presenting data and information on a user interface device; training in the use of software for providing a user dashboard, and generating reports; training in the use of software that provides an artificial intelligence based analytical engine ]

Information services relating to business matters; Providing information in the field of the financial advice industry

Estate planning; Estate planning consultation; Estate trust planning; Estate trust management; Financial trust planning; Financial trust administration; Financial planning; Financial consultation; Investment management; Investment consultation

Business management consultancy and advisory services

Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Estate trust management; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, n...

Providing on-line non-downloadable software for use by wealth managers and financial advisors to find prospects for their services

Providing a web site featuring the ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial planning instruments posted by users; providing a web site featuring personal financial information and financial planning advice; providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; provision of financial information

Providing a searchable online advertising website and informational guide featuring the goods and services of other vendors via the Internet in the field of financial advisors

educational services, namely, conducting classes, seminars, workshops in the field of investing, and personal finance, and the distribution of course materials in connection therewith

Financial portfolio management services, namely quantifying the likelihood of gain or loss in expected returns associated with various financial assets and providing investors and financial advisors with an assessment as to said likelihood of gain or loss in expected returns via a global computer network and wireless communications

Real estate development

Financing services; Project financing; Arranging finance for businesses; Research services relating to finance; Advisory services relating to finance; Brokerage of bonds; Financial services relating to bonds, namely, brokerage of bonds; Financial information services relating to bonds; Issuance of bonds; Financial management of assets; Financial management of financial assets; Financial asset management; Financial asset management services; Financing services, namely, asset-based financing se...

Financing services; Project financing; Arranging finance for businesses; Research services relating to finance; Advisory services relating to finance; Brokerage of bonds; Financial services relating to bonds, namely, brokerage of bonds; Financial information services relating to bonds; Issuance of bonds; Financial management of assets; Financial management of financial assets; Financial asset management; Financial asset management; Financial asset management services; Financing services, name...

Financial planning and investment advisory services; On-line financial planning services

Software as a service (SAAS) services featuring software for enabling venture capital, private equity, private placement, funding portals and investment banking firms to raise private capital, market private offerings to investors and manage investor relations

Association services, namely, promoting the interest of investment analysts and investment and wealth management professionals; education services in the field of wealth management; testing, analysis and evaluation of the services of others for the purpose of certification; wealth management services

Underwriting, issuance and administration of annuities; investment management of and distribution of annuities; annuity services, namely, account and investment administration

Education services, namely, providing seminars for Wealth Factory members in the field of wealth development and distribution of training materials in connection therewith through a multi-media educational resource

Downloadable mobile applications in the field of insurance, financial affairs, monetary affairs, namely, an application for the analysis and management of variable annuity products

Providing an online non-downloadable Internet-based system application featuring technology enabling users to manage estate and financial planning activities among professional advisors and their clients

Financial consulting services, namely, expert analysis in finance

Financial advice

Software as a service (SAAS) services featuring software for customer relationship management (CRM)

Furniture; Sofas; Bathroom furniture; Beauty salon furniture; Bedroom furniture; Beds, mattresses, pillows and bolsters; Camping furniture; Fitted kitchen furniture; Furniture for house, office and garden; Furniture for motor homes; Furniture parts; Furniture primarily of metal, namely, mirrors, bed frames, dining tables, coffee tables, end tables, desks, display cases, shelving, dog gates, and baby gates; Inflatable furniture; Living room furniture; Mirrors; Office furniture; Patio furniture...

Investment Management Services

Mortgage lending, mortgage banking, mortgage brokerage, mortgage procurement for others, and consultation in the field of mortgage lending

Financial planning and investment advisory services

Financial planning and investment advisory services

Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business consultation

Sale of insurance and investment products to retail clients

Investment management and advisory Services

Financial services, namely, investment advice and strategies in the nature of retirement and financial planning, management of stock and bond investment portfolios; and brokerage services, namely, insurance, stocks, bonds, and variable annuity products

Platform as a service (PAAS) featuring computer software platforms for Personal finance and wealth management; Software as a Service (SaaS) for the deployment of embeddable conversational Artificial Intelligence (AI) technology; online financial advice, information, and financial product recommendations; providing interactive software to for cash management, budgeting and wealth management. Providing information in the field of personal finance in the metaverse and other virtual worlds

Investment advisory services, namely, providing managed investment portfolios consisting of exchange traded funds to investors with investable assets valued between $200,000 to $500,000