| Goods and Services | Estate trust management; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; 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, investment fund transfer and transaction services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; 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 analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy services; Financial consulting services, namely, expert analysis in finance; 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, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial portfolio management; Financial portfolio analysis services; Financial research and information services; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial risk assessment services; 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 trust planning; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Private equity fund investment services; Private placements of hedge funds, private equity funds, securities and derivatives for others; Venture capital fund management; Electronic financial trading services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; Management of private equity funds; On-line financial planning services; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; 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 financial information and financial advice via a website; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Public equity investment management; Real estate investment trust management services; Strategic financial advisory services |
