BNY MELLON ADVISORS, INC.

Description: Financial research; Financial research and information services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Providing information and research in the field of finance and financial investments; Mutual fund planning services; Mutual fund advisory services; Mutual fund analysis services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services; Investment advice in the fields of mutual funds, exchange traded funds, separately managed accounts and alternative investments; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for institutional investors and financial advisors, namely, customized investment briefings and analyst reviews of mutual funds, exchange traded funds and alternative investments; Financial portfolio analysis services

Description: Class 36: Investment management; Investment advisory services; Financial portfolio management; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial risk assessment services; Financial risk management
Class 42: Providing temporary use of online non-downloadable software for investors to access curated investment advisor recommendations and investment and asset allocation models on based user-specified criteria; providing temporary use of online non-downloadable software for investors to develop and manage customized investment portfolios; providing temporary use of online downloadable software for investors to access personalized financial news, market research, and investment strategies based on user-specified risk and tax preferences

Description: Financial services, namely, managed account investment services

Description: FINANCIAL AND INVESTMENT MANAGEMENT SERVICES; MANAGED ACCOUNT INVESTMENT SERVICES; PROVIDING AN ONLINE, NON-DOWNLOADABLE INFORMATION DELIVERY, TRANSACTION MANAGEMENT AND REPORTING SOFTWARE PLATFORM VIA A GLOBAL COMPUTER NETWORK TO ENABLE USERS TO ACCESS MANAGED ACCOUNT ADVISORY SOLUTIONS, GENERATE INVESTMENT PORTFOLIOS, OPEN NEW ACCOUNTS, PERFORM ACCOUNT MAINTENANCE, GENERATE PERFORMANCE REPORTS, ASSIST IN INVESTMENT SELECTION, PERFORM PORTFOLIO ANALYTICS, CONDUCT BILLING AND FEE PROCESSING, ACCESS EDUCATIONAL AND TRAINING RESOURCES AND INVESTMENT SOLUTIONS AND RESEARCH

Description: Providing temporary use of non-downloadable computer software for managing financial investments via the Internet

Description: Financial management and investment services, namely, providing platform for investment professionals and broker/dealers to offer customers ability to link retail accounts with managed accounts and obtain consolidated performance reporting

Description: PROVIDING WEB-BASED TRAINING FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS IN THE FIELD OF INVESTMENT ACCOUNT ADMINISTRATION; FINANCIAL INVESTMENT ACCOUNT SERVICES FOR REGISTERED INVESTMENT ADVISORS, PROGRAM SPONSORS AND INVESTMENT MANAGERS, NAMELY, ADMINISTRATION OF INVESTMENT ACCOUNTS, INVESTMENT ACCOUNT MANAGEMENT, RESEARCH AND ANALYSIS IN THE FIELD OF INVESTMENT MANAGEMENT; FINANCIAL INVESTMENT ACCOUNT SERVICES IN THE NATURE OF DETERMINING PORTFOLIO ALLOCATIONS BASED ON CLIENT PROFILES; ASSET ALLOCATION ANALYSIS IN CONNECTION WITH INVESTMENTS; INVESTMENT ACCOUNT PEFORMANCE MONITORING; AND CUSTOMIZED REPORT GENERATION PERTAINING TO INVESTMENT ACCOUNT PERFORMANCE; WEB-BASED CLIENT PROFILE ANALYSIS FOR DETERMINING CLIENT FINANCIAL ASSET ALLOCATION; BACK-OFFICE SUPPORT SERVICES, NAMELY, BOOKKEEPING AND OPERATIONAL SUPPORT SERVICES FOR FINANCIAL INVESTMENT VEHICLES; INVESTMENT FUND ACCOUNTING; PRE-EMPLOYMENT BACKGROUND INVESTIGATIONS OF INVESTMENT MANAGERS; TECHNOLOGY SUPPORT SERVICES, NAMELY, TROUBLESHOOTING OF COMPUTER HARDWARE AND SOFTWARE PROBLEMS ON A WEB-BASED PLATFORM FOR FINANCIAL INVESTMENT ACCOUNT SERVICES PROVIDERS