| Goods and Services | Conducting financial feasibility studies; Credit and financial consultation; Electronic financial trading services; Financial administration of employee pension plans; 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 analyses; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy services in the area of healthcare; Financial consultation; Financial consulting; 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 custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; 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, insurance, retirement planning, estate planning, asset management; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial securities exchange services; 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, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, gold trading; 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, investment fund transfer and transaction services; Financial services, namely, life insurance settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; 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, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; On-line trading of financial instruments, shares, options and other derivative products; Providing financial consultation services to individuals and business owners; Providing financial information; 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, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of financial stock and equity markets; Providing investors with financial information; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Strategic financial advisory services |
