Software as a service (SAAS) services featuring software for financial planning and retirement planning

Providing a website featuring information in the field of finances, financial advice, investing and money management

Books, newsletters and syndicated newspaper columns in the field of finances, financial advice, investing and money management

Financial planning and investment advisory services

financial services, namely, financial analysis and consultation, retirement plan planning services, investment advice, administration and management of assets and investments for retirement plans, financial planning and portfolio management, administration of employee benefit plans

Providing an on-line commercial information directory on the internet; Providing an on-line computer database featuring trade information in the field of identification of potential financial resources and prospective donors for non-profit organizations; Providing an on-line directory information service featuring information regarding potential financial resources and prospective donors for non-profit organizations; Providing business information, also via internet, the cable network or othe...

Providing an on-line commercial information directory on the internet; Providing an on-line computer database featuring trade information in the field of identification of potential financial resources and prospective donors for non-profit organizations; Providing an on-line directory information service featuring information regarding potential financial resources and prospective donors for non-profit organizations; Providing business information, also via internet, the cable network or othe...

educational services; namely, providing courses of instruction in the fields of real estate investing, financial management and time management, and distributing course materials in connection therewith

Financial asset management; Financial counseling services, namely, helping others build a better working relationship with their money; Financial services, namely, wealth management services

education, namely wealth creation and wealth preservation seminars, workshops and study courses

Computer-assisted business information and research services

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Financial consulting

Banking services provided via downloadable mobile applications and a website; Banking and financing services; Banking services; Checking account services; Credit union services; Electronic transfer of virtual currencies; Financial advisory and consultancy services, namely, providing financial information and strategies for banking and financing in the metaverse and in other virtual environments; Financial management in the field of small business banking, banking and financing in the metavers...

financial services, namely, wealth management services

Financial services, namely, wealth management services

Financial asset management; Financial planning for retirement; investment management; investment advisory services; financial planning; estate trust planning and insurance consultancy

Insurance and financial services, namely, investment management, investment advisory services, financial planning, estate trust planning and insurance consultancy

Education in the fields of financial investing, namely, developing, arranging, and conducting educational conferences, programs, and providing courses on financial trading and evaluation of financial investments rendered through correspondence courses

Business training; Business education and training services, namely, developing customized leadership and executive development programs, providing executive coaching services, and providing business education programs to employees and executives; Coaching in the field of business and entrepreneurship; Coaching in the field of personal and professional development; Coaching in the field of finance; Coaching in the field of accounting and tax; Coaching in the field of investing and wealth mana...

Providing information and analysis relating to financial investing and different asset classes; providing statistical models to individual and institutional financial investors and financial professionals; investment calculations; market analysis

Business consulting services relating to strategy, marketing, production and retail sales of annuities, insurance and guaranteed rate investment products

Business consulting services relating to strategy, marketing, production and retail sales of annuities, insurance and guaranteed rate investment products

Entertainment services, namely, providing podcasts in the field of financial markets and analysis

Downloadable software application enabling users to view investment status in real-time and interact cooperatively with financial advisors

Computer software for wireless communication with a global computer network; computer software for development and operation of a personal portal on a global computer network; computer software for use in financial analysis and wealth management; computer software for performing electronic banking transactions, electronic brokerage transactions and electronic insurance transactions directly and via computer networks

Brokerage in the field of insurance; Consulting and information concerning insurance; Financial evaluation for insurance purposes; Insurance agencies in the field of life insurance; Insurance brokerage services; Insurance consulting in the field of life insurance; Insurance underwriting in the field of life insurance; Insurance information and consultancy; Life insurance brokerage; Providing information in insurance matters; Financial consultancy and insurance consultancy; Life insurance unde...

Financial planning consultation; Financial consultation in the field of evaluating and analyzing an investor's current portfolio and assisting in planning for future needs

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; Providing a web site where users can post ratings, reviews and recommendations on products and services for commercial purposes

Providing financial information, namely, investment advisory services; brokerage of financial investment securities; online financial valuations, financial portfolio analysis, financial consultation in the nature of providing information on derivatives, financial research and investment advice in the nature of providing investment recommendations

investment management and financial consultation services via a global computer network

Wealth management software and ASP suite of products that will be targeted towards brokerage, insurance, banking, and asset management firms enabling these firms to create efficiencies essential for client retention, cross-marketing, market data leveraging, and enhanced customer relationships

Communication services, namely, transmission of voice, audio, visual images and data by telecommunications networks, wireless communication networks, the Internet, information services networks and data networks

Downloadable graphical user interface software

Application service provider featuring software for financial investment providers in the field of online dynamic financial data reporting

COMPUTER SOFTWARE FOR USE IN THE FIELD OF FINANCIAL PLANNING AND WEALTH CREATION, NAMELY, INTERACTIVE SOFTWARE THAT ALLOWS INVESTORS AND INVESTMENT PROFESSIONALS TO COLLABORATE ON MANAGING AN INVESTOR'S ASSETS, BUYING AND SELLING SECURITIES, AND ANALYZING AN INVESTOR'S AGGREGATED FINANCIAL INFORMATION

providing financial information in the field of financial planning, estate planning and asset management; financial analysis and consulting; financial management and planning; cash management; estate planning and estate trust management

Financial planning; Financial planning and investment advisory services

Financial planning; Financial planning and investment advisory services

Financial planning; Financial planning and investment advisory services

discount securities brokerage trading services provided through computer

financial services, namely, providing consulting, investment, and management services; and portfolio management services

radio, television, and/or on-line broadcasting pertaining to wealth creation

educational services, namely, providing lectures and seminars on the subject of wealth creation

advertising services, namely, providing promotional and marketing services regarding wealth creation; business planning and management consultation; and radio advertising regarding wealth creation

magazines, newsletters, printed books, and other periodicals, and instructional and training materials, namely, packages of printed, audio and/or visual materials regarding wealth creation

computer services, namely, providing on-line information in the field of wealth creation

Financial advisory and consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Monitoring financial markets for investment purposes

Financial consulting services namely; providing assistance to others in the form of buy, sell or hold recommendations on publicly traded stocks via a global computer network