Financial services, namely, managed account investment services

computer programs for use in personal finance applications

Downloadable software and computer software for use in financial portfolio accounting, securities trade order management, automated client communications management, reporting of investment performance, and reporting of client account information, for use by investment advisors

downloadable software and computer software for use in financial portfolio accounting, securities trade order management, automated client communications management, reporting of investment performance, and reporting of client account information, for use by investment advisors

Real estate development; consulting in the field of building construction; real estate development and construction of commercial, residential and hotel property

Tax planning and consulting services regarding business strategies

Financial advisory services, namely aggregating investment and portfolio data from multiple investment advisors for purposes of providing consolidated reports and analysis

Financial advisory services, namely, aggregating investment and portfolio data from multiple investment advisors for purposes of providing consolidated reports and analysis

Personal and professional coaching services in the field of personal finance, mindset and behavioral finance; educational services, namely, providing live and online courses, seminars, lectures, workshops in the fields of personal finance, mindset and behavioral finance

Personal and professional coaching services in the field of personal finance, mindset and behavioral finance; educational services, namely, providing live and online courses, seminars, lectures, workshops, and personal and group coaching in the fields of personal finance, mindset and behavioral finance

Financial and investment advisory services, namely, providing information for retirement and post-retirement planning, financial analysis and consultation, financial management and planning, financial investment in the field of securities, financial portfolio management and investment management; insurance analysis, consultation and planning; financial and investment advisory services, namely, providing information for retirement and post-retirement planning, financial analysis and consultati...

fund investment consultation; investment advisory services; investment management; investment of funds for others

providing market reports

providing market reports

Downloadable computer software for Computer and Software Services for Digital Financial Tracking and Management; Providing Software as a Service (SaaS) for Digital Financial Tracking and Management; Computer Software Development and Mobile App Development for Digital Financial Tracking and Management

printed report featuring aspects of the lifestyles of the affluent markets for use by mass marketing organizations

computer software for use in the financial and investment services field, namely software for compiling, evaluating, analyzing and managing the securities portfolios of investors or for information services

computer software for use in the financial and investment services field, namely software for compiling, evaluating, analyzing and managing the securities portfolios of investors or for information services

Life insurance underwriting services

Life insurance underwriting services

Investment advice; Investment advisory services; Investment management; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services

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 services, namely investment management, financial planning and retirement planning

Software as a service (SAAS) services featuring software for communication and document management for financial advisory firms and their investment management clients.

Computer Software for Use in Financial and Estate Planning

computer software for use in financial and estate planning

computer consultation, namely, providing consultation to others in the development of software used for financial and estate planning

Computer software for development of algorithmic financial planning strategies; computer software for simulations and analysis of algorithmic financial planning strategies; computer software for maintenance of personal and household financial profiles used in algorithmic financial planning; computer software for maintenance of products and services of financial profiles used in algorithmic financial planning

Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial management of employee pension plans; Investment advice; Investment advisory services; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment risk assessment services; Brokerage...

Software for use in assisting in the provision of financial planning services

Consulting services in business organization and management; Business management consulting

Providing financial information on securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons

Financial advice; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Providing financial information via a web site

Financial planning

Public advocacy to promote awareness of both the benefits of home ownership and investment real estate to build lasting wealth

Accounting services; expense management services; providing information aggregation and reporting services for high net worth individuals and advisors; investment reporting services

Computer services, namely, providing a web-based system and online portal featuring on-line non-downloadable software that enables users to access, track, analyze, review and create reports on investments

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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