Financial investment services, namely, investment advisory services, professional money management services, retirement financial and estate planning services, financial portfolio management, and financial investment, security, commodity and stock brokerage services; information, advisory, consultancy and research services relating to finance and investments; financial planning; investment management; individual retirement account services; financial administration of retirement plans; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; providing an interactive website featuring advice and information in the field of finance, investments and taxation; providing financial assessment services to individual investors; investment portfolio review and analysis; financial and investment advisor-client engagement process services incorporating proprietary technology and wealth management tools, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; providing a website featuring information in the field of financial services; providing an internet website portal in the field of financial transaction services; providing financial reports to investor clients in the field of investment account management services and fund management services; providing financial reports to investor clients in the field of investment account management services and fund management services for high-net portfolios using select mutual funds as investment vehicles for various asset classes | Providing on-line newsletters in the field of finance and business to financial services representatives and prospective representatives; providing financial services in the nature of online publications not downloaded in the nature of forms to financial services representatives distributed online; education services, namely, providing seminars, webinars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; professional coaching services in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; coaching program in the nature of conducting workshops and webinars concerning investment portfolio management for financial and investment advisors and consumers; education services, namely, providing seminars, webinars, mentoring, classes and workshops in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, taxation, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; educational services, namely, providing continuing professional education courses in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, taxation, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology; professional coaching services in the field of investing, investments, investment management, insurance services, financial planning, financial portfolio management, estate planning, professional money management, financial investment brokerage, financial analysis, taxation, business management, business development, marketing, promotion, sales, sales methods, leadership, customer relationship management and technology
Printed materials and reports, namely, marketing and educational materials and reports in the fields of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, and financial information; [ Printed financial services reports to financial services representatives; ] Printed materials in the nature of [ brochures, pamphlets and ] reports identifying investment and planning opportunities by using federal tax returns | [ Investment services, namely, professional money management services, investment management services, investment account management services; investment account management services, namely, customizable brokerage accounts consisting of mutual funds and individual securities; investment account management services, namely, fund management services for high-net-worth portfolios using select mutual funds as investment vehicles for various asset classes; ] financial planning for retirement; financial planning; [ estate planning; financial portfolio management; financial investment brokerage; securities brokerage; stock brokerage services; insurance services, namely, insurance brokerage; providing financial information; ] providing information and advice in the field of professional money management services, investment management services, investment account management services, financial planning for retirement, financial planning, estate planning, financial portfolio management, financial investment brokerage, securities brokerage, stock brokerage, insurance brokerage, financial information, and investment and planning opportunities by using federal tax returns; providing financial services forms to financial services representatives distributed online, namely, providing an Internet website portal in the field of financial services for distributing financial services forms for financial services representatives; providing financial services forms to financial services representatives distributed online, namely, providing a website featuring information in the field of financial services in the nature of financial services forms for financial services representatives
investment account management services and investment programs, namely, customizable brokerage accounts consisting of mutual funds and individual securities, and printed reports provided to investor clients distributed in connection therewith
