INSURANCE UNDERWRITING SERVICES

Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems

entertainment services, namely, providing webcasts in the field of finance, asset management, financial planning, financial advisory services, and financial management; on-line journals, namely, blogs featuring information, news and commentary in the field of finance, asset management, financial planning, financial advisory services, and financial management; providing a website featuring blogs and non-downloadable publications in the nature of newsletters, guides, white papers, magazines, an...

Computer software for wealth management

computer programs in the field of personal finance

Underwriting, issuance and administration of annuities

Underwriting, issuance and administration of annuities

Underwriting, issuance and administration of annuities

Underwriting, issuance and administration of annuities

Providing a limited-access on-line database in the field of finance for use by financial account representatives, accountants, lawyers, and other authorized persons with a fiduciary duty to a common client and from which, to which, and through which such authorized persons can download, upload view and/or annotate documents related to a common client's asset holdings, liabilities, financial positions, monetary and securities accounts, estate plans, insurance policies, tax-related documents, f...

[ Alloys of precious metal; Beads for making jewelry; ] Jewelry; [ Jewelry boxes; ] Jewelry chains [ ; Jewelry findings; Silver thread jewelry; Silver and its alloys; Watches; Works of art of precious metal ]

Software as a service services featuring software for providing user-specific evaluation of goals and priorities for planning, the integration of finance, business, investments, and holistic strategic development for personal, institutional, and generational life planning, all of the foregoing in the field of finance.

Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the adv...

WealthMap Elite is a computer software program that specializes in retirement income planning using a lockbox approach

ACCOUNTING SERVICES; BOOKKEEPING; PAYROLL PREPARATION; TAX FILING SERVICES; TAX PREPARATION

Providing on-line non-downloadable computer program for comprehensive account aggregation, namely, for estate, retirement, tax, insurance &/or investment planning, stored in a secure location providing real time data.

Providing online non-downloadable computer program for comprehensive account aggregation, namely for estate, retirement, tax, insurance and investment planning, stored in a secure location providing real time data

Market research; Market research and market intelligence services; Market research consultation; Market research services; Market research services in the field of finance; Market research studies; Market analysis and research services; Analysis of market research data and statistics; Analyzing and compiling business data for banks and financial institutions; Conducting business and market research surveys

Financial planning and investment advisory services

Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Investment of funds for others; Management of a capital investment fund; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment

bags, handbags, cosmetic bags, carrying bags, shopping bags, school bags, children's bags, luggage, travelling bags; athletic bags, backpacks, sporting bags; bags for shaving kits; bags for toiletry kits; crochet bags; suitcases, briefcases, computer cases, CD cases; cases for personal organisers, cases for cosmetic articles; cases for glasses; articles of leather or imitation of leather, leather goods; bags made of plastic materials; garments bags

On-line retail store services featuring downloadable electronic books; On-line retail store services featuring downloadable checklist, guides, books, workbooks in the field of accounting and taxes

financial services, namely, providing asset management strategy

annuity underwriting services

Universal Life Insurance Underwriting Services *all of the foregoing excluding credit cards, debit cards, payment cards,and ATMs; and further excluding credit card, debit card, payment card, ATM, payment and travel insurance underwriting services*

Teaching of biblical money management principles and selling related materials

Educational materials - namely printed home study guides, body, video, audios pertaining how to make money and invest

Providing temporary use of non-downloadable computer software for use in financial and investment planning through a structured protocol

Financial planning and investment advisory services

Quarterly printed newsletters and printed educational brochures featuring financial, estate and tax planning, investment, and management advice

Computer application software for mobile electronic devices, namely, software for investments and managing personal wealth

financial, investment and insurance consultation services

Life insurance underwriting services

Life insurance underwriting services

Annuity services, namely, account and fixed annuity investment administration; Consultation in the field of financial planning for retirement income, estate planning, financial planning for college education, and financial planning for special needs children; Retirement income planning services; estate planning services; college education financial planning services

Life insurance underwriting services

Life insurance underwriting services

Life insurance underwriting services

Financial planning

Financial planning

Financial advice; Financial planning; Insurance agency and brokerage; Investment advice; Investment brokerage; Social security and Medicare claims administration and consulting services rendered to individuals

insurance brokerage services; and financial planning and investment advisory services

PROVIDING TEMPORARY USE OF ON-LINE NON-DOWNLOADABLE SOFTWARE FOR ORGANIZING AND ANALYZING FINANCIAL RECORDS, FINANCIAL PLANNING AND FINANCIAL INVESTING

Downloadable digital materials, namely, spreadsheet files, graphs, images, instructions, operation manuals, and statistics related to cost and price analysis, cost optimization, benchmarking, market and consumer insights and research studies, business practice management, data analytics, revenue optimization, operations productivity, business practice efficiency, financial risk management, revenue analysis, and commission and trade pricing information and statistics, all in the field of busin...

Downloadable digital materials, namely, spreadsheet files, graphs, images, instructions, operation manuals, and statistics related to cost and price analysis, cost optimization, benchmarking, market and consumer insights and research studies, business practice management, data analytics, revenue optimization, operations productivity, business practice efficiency, financial risk management, revenue analysis, and commission and trade pricing information and statistics, all in the field of busin...

Computer services, namely, providing information tables and a web site featuring articles in the field of wealth and affluence classification for use in market segmentation and targeting, direct marketing and advertising, and market research and analysis

Providing data analtyics for clients regarding their wealth management services

Financial consultancy; financial information and financing services

Financial planning

Providing a website featuring information about financial advisors in the nature of an online business directory featuring financial advisors