| Goods and Services | Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, investment advisory services for a fee, personal and business finance consulting; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and consultation; 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; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of, namely, business and personal finances, investments and insurance; Financial consulting; Financial consulting and advising in the field of mergers and acquisitions; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of, namely, investments and insurance for a commission or advisory services in investments and insurance for a fee; Financial management; Financial management in the field of, namely, investments and insurance for a commission or fee; Financial management of employee pension plans; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, asset allocation, education planning, estate planning, tax planning, financial statement and portfolio report analysis, general analysis and planning, insurance analysis, retirement planning, business planning, divorce planning; Financial portfolio analysis services; Financial portfolio management; Financial research and equity research brokerage services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, mortgage planning; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, raising debt and equity capital for others; Financial services, namely, raising money for the hedge funds of others; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust planning; Insurance agencies in the field of, namely, annuities, life, health, property and casualty; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage in the field of, namely, annuities, life, health, property and casualty; Insurance brokerage services; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consultation; Insurance consulting in the field of, namely, annuities, life, health, property and casualty insurance; Insurance information; Insurance information and consultancy; Insurance services, namely, writing property and casualty insurance; Investment advice; Investment advice in the fields of, namely, financial planning, insurance, retirement planning, estate planning, tax planning, education planning, divorce planning and business planning; Investment advisory services; Investment brokerage; Investment consultancy; Investment consultation; Investment consultation in the fields of, namely, personal and business finances, investments and insurance; Investment management; Investment management in the fields of, namely, investments and insurance; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of, namely, investments and insurance; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Advice on finance during retirement; Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Charitable services, namely, providing financial assistance to meet the physical, psychological, social and other special needs of children; College counseling services, namely, assisting students in applying for scholarships and financial aid; Commodity investment advice; Consultancy of capital investment; Consulting and information concerning insurance; Credit and financial consultation; Equity capital investment; Financial consulting services, namely, expert analysis in finance; Fund investment consultation; Funds investment; Information, advisory, consultancy and research services relating to finance and investments; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial assessment services to, namely, individuals, small businesses, non profits, government entities; Providing financial consultation services to, namely, individuals, small businesses, non profits, government entities; Providing financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing a web site featuring personal financial information and financial advice; Providing information about healthcare insurance plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing information in the field of financial stock and equity markets; Providing information in the field of employee financial benefit plans; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing on-line financial calculators; Providing venture capital, development capital, private equity and investment funding; Provision of financial information; Public equity investment management; Real estate investment services; Strategic financial advisory services; Strategic corporate financial advisory services |
