Financial consultancy; Financial consultancy and insurance consultancy; Financial advisory and consultancy services; Online financial consultancy rendered in virtual environments

Downloadable standalone software for retirement planning

COMPUTERIZED DATABASE MANAGEMENT SERVICES; MARKETING RESEARCH, NAMELY, CONDUCTING MARKETING STUDIES OF THE CHARITABLE BEHAVIOR OF WEALTHY INDIVIDUALS

Financial portfolio management services, namely, providing professionally managed and allocated account services

Financial portfolio management services, namely, providing professionally managed and allocated account services

Downloadable educational mobile applications featuring instruction in real estate investing, homeownership, business, stock, and other various wealth, financial literacy, generational wealth education topics

Computer application software for assessing the risks of investing in publicly traded companies

Tax and taxation planning, advice, information and consultancy services; Tax filing services; Income tax preparation

insurance and financial services in the field of life, variable life, variable annuity and fixed annuity

Financial advice; Financial planning, namely, the creation of personalized strategies to achieve financial independence

Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence and wealth management; Financial planning, namely, creating personalized strategies for achieving financial independence and wealth management

Educational kits comprising printed instructional and teaching materials for educational activities in the field of social justice and financial literacy education for K-12 students

Financial planning and investment advisory services

Financial consultancy and insurance consultancy; Insurance agencies; Insurance brokerage services; Insurance consultancy; Insurance information; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment of funds for others

Financial advisory and consultancy services; Financial consultancy; Financial consulting; Financial information provided by electronic means in the field of investing in the markets, real estate investing, angel investing, impact investing and philanthropy; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing financial consultation services to women

Consulting services in the field of customer relationship management; consulting services in the field of customer services

Timers; Electronic timers; Kitchen timers

Providing on-line non-downloadable software for use in financial planning and retirement planning

Providing an on-line retirement calculator; Providing information in the field of financial planning and retirement planning

We advise biotech companies on their wealth management and 5500 plans

Providing online financial calculators for calculating the net worth of individuals; Providing online financial information regarding the net worth of individuals

Providing online financial calculators for calculating net worth; Providing online financial information regarding personal net worth

Educational services, coaching, mentoring, website publications in the field of purposeful allocation of intangible personal assets, including, but not limited to: time, energy, skills and abilities, knowledge, leadership, ethics, values, and social capital

financial services, namely, consultation services related to the effective utilization of deferred compensation plans

electronically pre-recorded tapes on the subject of individual and corporate asset protection

Financial planning; Financial planning consultation; Financial services, namely, wealth management services; Investment consultation; Estate planning; Insurance planning consultation; Financial planning for retirement

Promotion of financial and insurance services, on behalf of third parties

Mutual fund investment services; retirement fund investment services; investment management services; securities brokerage services; financial information provided by electronic means; providing personalized investment information, investment account management and securities brokerage services, all by means of wireless communication devices and by means of a global computer network

Computer software, namely, retirement accumulation and distribution planning analysis, college education planning, and survivor benefit requirements; and instructional manuals distributed therewith for use by life insurance professionals, registered representatives and financial planners

investment management and investment fund services

COMPUTER SOFTWARE FOR ANALYZING FINANCIAL DATA

Financial advisory and consultancy services

Financial advice

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

Insurance services, namely, providing disability insurance policies insuring continuation of non-qualified plan contributions and/or accruals

insurance services, comprising brokerage and consultancy, directed to plans for protecting retirement income and retirement assets

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

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

ADMINISTRATION OF RETIREMENT AND EMPLOYEE BENEFIT PLAN SERVICES OFFERED OVER THE INTERNET

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments

Financial services, namely, investment fund transfer and transaction services; Providing financial assessment services to investors, novice and professional; Providing financial consultation services to investors, novice and professional; Providing financial information services to investors, novice and professional

FINANCIAL PLANNING

Providing temporary use of on-line non-downloadable software for the administration, marketing and financial planning support of wealth management products

Providing temporary use of non-downloadable software for the administration, marketing and financial planning of wealth management products

financial services, namely financial planning and risk management

Advice relating to investments

Providing on-line news in the field of finance

Life insurance and annuity underwriting services

Business management services in the field of financial planning and investment advice; assistance, advisory services, and consultancy with regard to business planning, business analysis, business management, and business organization in the field of financial planning and investment advice; Business management services in the field of operational support, and technological advancement for financial advisors; Business management services for businesses in the field of financial planning and in...

Investment management; Investment of funds for others; Funds investment; Hedge fund investment services; Private equity fund investment services