Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, and monitoring for investment purposes of financial and investment account transactions and account balances, each through a global computer network; providing information and analysis in the field of financial investments; financial planning and investment advisory services; providing financia...

Workshops and seminars in the field of health, wellness, and recreation

Financial planning services

Internet-based guide to investing and financial resources

Internet-based guide to investing and financial services

Downloadable wealth management software for personal financial planning; downloadable wealth management software to support wealth management professionals

(Based on Use in Commerce) Educational publications, namely, online in the fields of finance and mathematics; (Based on Intent to Use) Educational books featuring financial literacy; Educational kits sold as a unit in the field of finance and mathematics consisting primarily of educational books, flash cards and worksheets, and also including an educational DVD; Educational publications, namely, educational learning cards, flash cards, activity cards, workbooks, textbooks, activity books, sto...

Financial advice and consultancy services

Consulting services in the field of financial analysis for charitable fundraising and business development purposes

Financial screening consulting services, namely, demographic consultation for business purposes; Financial screening consulting services, namely, business data analysis for charitable fundraising and business development purposes

Educational services, namely, webinars, seminars, workshops, and lectures in the field of financial screening and analysis for charitable fundraising and business development purposes; training services in the field of financial screening and analysis for charitable fundraising and business development purposes

Software as a service (SAAS) services featuring software for researching and screening financial status of potential donors and customers and analyzing financial data for charitable fundraising and business development purposes

internet-based information service

Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of financial literary; Education services, namely, providing on-line articles, seminars, and conferences in the field of financial literacy; Educational services, namely, providing continuing professional education courses in the field of investing; Educational services, namely, providing continuing professional education courses in the field of wealth building; Educational services, namely...

Providing education services in the fields of finance and wealth management, namely, providing online classes, workshops, seminars, non-downloadable videos and podcasts in the fields of finance and wealth management

Financial services, namely, wealth management services

financial planning and investment management services

Providing a website for users with specific information recommendations of specific service providers validated by the users' inputted preferences and social network

financial services, namely, wealth management services in the field of cryptocurrency, and financial brokerage services for cryptocurrency trading

Financial services, namely, wealth management services in the field of cryptocurrency, and financial brokerage services for cryptocurrency trading

Publication of on-line nondownloadable electronic glossaries, dictionaries, searchable indexes, and explanations of wealth management, investing, and finance terms

On-line journals, namely, blogs featuring lifestyle; Providing a website featuring non-downloadable articles in the field of personal development, money management, travel, lifestyle, books, productivity, success

Legal services

Shredded Paper Currency Sold as Confetti