Wealth Cruise

Investment brokerage; Securities brokerage; Stock brokerage; Advice relating to investments; Capital investment services; Equity capital investment; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Fund investment consultation; Investment advice; Investment advisory services; Investment of funds for others; Providing information and advice in the field ...

financial planning consultation

Financial analysis and consultation; Financial consultation

life insurance, annuities, IRA, investment allocation services

life insurance, annuities, IRA, investment allocation services

life insurance, annuities, IRA, investment allocation services

Financial planning and investment advisory services

Providing information and advice regarding financial, investment and banking matters; providing an online computer database in the field of financial, banking, securities, retirement and insurance information for use in financial planning and analysis; financial analysis and consultation services; estate planning; insurance underwriting and brokerage services in the fields of life, property and casualty, disability, long term care, and annuities; and securities and commodities trading for oth...

financial plans in the form of reports

Consulting services in the field of retirement planning, financial planning, investment management, financial risk management, insurance consulting

Financial services, namely, wealth management services

Financial services, namely, financial planning, investment management, financial risk management, and estate planning services

Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, estate settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial advisory a...

financial services, namely securities brokerage services, investment banking services, asset management services, employee benefits, namely health, life and disability insurance brokerage services; real estate financing and leasing services; institutional investment of funds for others and financial research services

Estate planning; Investment management; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services

Printed reports featuring financial analysis

Providing economic information, namely, aggregated economic data from various investment funds and separate accounts of high net worth individuals, by electronic means, for the purposes of economic forecasting and analysis

Investment Advisory Services and Financial Planning Services

Leadership development training in the field of leadership, self-development, entrepreneurship and financial literacy; 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; Educational and entertainment services, namely, providing motivational speaking services in the field of leadership, self-development, entrepreneursh...

Entertainment services in the nature of live musical performances; Entertainment services in the nature of presenting live musical performances; Entertainment services in the nature of recording, production and post-production services in the field of music; Entertainment and educational services, namely, the presentation of seminars, workshops and panel discussions, and ongoing television and radio shows all in the field of music

Providing on-line courses of instruction in the field of finances, entrepreneurship, creating income, business via a website

business networking

Financial services, namely, providing investment allocation services in both separate accounts and mutual funds for equity and fixed income investments for high net worth clients

Educational and entertainment services, namely, a continuing program about improving users' mindsets and removing limiting beliefs accessible by means of audio, video, web-based applications and computer networks

[ Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, tax planning and law office management ]

Downloadable computer software for document assembly and word processing, namely, in the areas of estate planning, tax planning and law office management

Financial management

Financial services, namely, financial planning, financial portfolio analysis and management, financial research and information

Financial planning services for medical professionals; Life insurance brokerage; Annuity services, namely, account and investment administration; Business brokerage services and related consulting pertaining to business valuations

Providing information relating to education services; educational services, namely, providing online and live retreats, interactive courses and classes, e-courses, coaching, conferences, workshops, and seminars in the field of business, leadership and self-development; vocational education in the field of computer software, computer hardware and computer science; tuition services, namely, providing instructions and training in the field of business, education and leadership; training, namely,...

Financial and estate planning; financial management, investment and advisory services

Organizing events in the field of business, finance, marketing, entrepreneurship, and self-development for educational purposes; Conducting educational exhibitions in the nature of classes, workshops and Internet seminars in the field of business, finance, marketing, entrepreneurship, and self-development; Arranging and conducting educational conferences; Educational services, namely, providing classes, workshops and Internet seminars in the field of business, finance, marketing, entrepreneur...

Financial administration and financial services via a global computer information network for high net-worth individuals, namely, estate trust design and management, retirement planning and counseling, asset protection, estate planning and administration, inheritance; philanthropic services concerning monetary donations

Investment services, namely asset acquisition, consultation, development and management services

Education services, namely, providing on-line classes, seminars and workshops in the field of finance

Providing a website on global computer networks featuring information in the field of investment, lending, and insurance

Financial planning and investment advisory services

Financial planning and consulting services

Education and training services, namely, providing online and in-person events in the nature of classes, seminars, and workshops and business and personal coaching in the fields of transformational breathwork, healing for women of color, body and energy work, ancestral healing, and entrepreneurship

Advice relating to investments; Annuity services, namely, account and investment administration; Capital investment; Capital investment consulting; Capital investment services; Charitable services, namely, providing financial sponsorship of community not-for-profit organizations; Conducting financial feasibility studies; Credit and financial consultation; Equity capital investment; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financia...

Debt management services; Financial advice; Financial asset management; Financial planning for retirement; Financial portfolio management; Investment advice; Investment management; Advice relating to investments; 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; Financial services, namely, investment advice, investment management, investment consultation and investmen...

Tax planning services for others

Financial services, namely, providing investment programs for investors

Educational services, namely, conducting live classes, seminars, workshops, and lectures in the fields of mental, physical and spiritual wellness and personal motivation and inspiration

diagrams used in business process management seminars and in business process management consultation

financial planning services, investment management, investment advisory services, insurance coverage advisory services, estate planning; financial services, namely, individual retirement account planning

Insurance and Financial, namely-- Financial analysis, research, consultation, management, planning and portfolio management; Financial clearing houses; Financial information, provided by electronic, print and telephonic means, in the nature of rates of exchange; Financial investment in the fields of mutual funds, securities. Insurance administration; insurance underwriting in the fields of corporate, individual and group policies covering life, accident, health care, disability, dental and l...

financial planning services, investment management, insurance coverage planning advisory services, estate planning; financial services, namely, individual retirement account planning

Financial planning services, investment management, insurance coverage advisory services, estate planning; financial services, namely, individual retirement account planning