| Goods and Services | Financial management; Financial analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial planning services; Financial evaluation services; Investment advisory services; Wealth management and consultancy services; Investment fund transfer and transaction services; Investment advisory and consultancy services; Investment management; Investment of funds for others; Investment services, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; Financial retirement planning services; Financial management, fiduciary representatives services, and investment management; Financial advisory and consultancy services; Wealth management services; Financial advice; Financial consulting; Financial risk management consultation; Financial portfolio management services; Financial planning; Investment advisory services, namely, Registered Investment Advisor (RIA) services; Providing financial advisory services to consumers; Life-event planning for financial investment purposes; Financial trust planning; Financial forecasting; Financial analyses; Financial consultation; Providing information in the fields of finance, financial investments, and financial planning for retirement; Financial consultancy; Financial evaluation for life insurance purposes; Financial risk management; Financial portfolio management; Financial analysis and consultation; Financial planning for retirement; Providing a web site featuring personal financial information and financial advice; Financial information and evaluations; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial management via the Internet; Financial research and information services; Financial analysis and research services; Financial information and advisory services; On-line financial planning services; Financial advice and consultancy services; Financial advice relating to tax; Financial services, namely, wealth management services; Financial planning and investment advisory services; Providing investors with financial information; Strategic financial advisory services; Financial portfolio analysis services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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 in the field of financial stock and equity markets; Providing information and research in the field of finance and financial investments; On-line trading of financial instruments, shares, options and other derivative products; Information, advisory, consultancy and financial research services relating to finance and investments; Financial counseling services, namely, helping others build a better working relationship with their money; 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; Providing financial information via a web site; Financial advice relating to income tax; Providing financial information and financial advice via a website; Financial data analysis; Financial planning consultation; Financial asset management; Financial evaluation for long-term care insurance purposes; Financial evaluation for disability income insurance purposes; Life insurance advisory and consultancy services; Long-term care insurance advisory and consultancy services; Financial consulting services, namely, expert analysis in finance; Estate trust planning; Estate planning; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial consultancy and insurance consultancy; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial evaluation for insurance purposes; Life insurance brokerage; Insurance agency and brokerage; Insurance consultation; Insurance and financial information and consultancy services; Insurance brokerage; Insurance risk management; Consultancy services relating to insurance; Consulting and information concerning insurance; Insurance consultancy; Insurance brokerage services; Insurance information and consultancy; Insurance needs analysis, namely, insurance brokerage |
