CHARLES SCHWAB & CO., INC.

Description: Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial asset management

Description: Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial asset management

Description: Investment management; Investment fund management services

Description: Providing online non-downloadable videos featuring interviews in the field of investing and personal finance

Description: Class 36: Financial investment brokerage services; Providing information and research in the field of finance and financial investments; Banking services; Providing financial advice via a website
Class 41: Providing on-line non-downloadable articles in the field of personal finance, financial literacy and investing; Providing online non-downloadable videos in the field of personal finance, financial literacy and investing; Educational services, namely, providing on-line live seminars, webcasts, workshops, and events in the fields of personal finance, financial literacy and investing; Educational services, namely, conducting seminars, webcasts, workshops and events in the field of personal finance, financial literacy and investing and distribution of course and educational materials in connection therewith

Description: Class 9: Downloadable educational media, namely, video recordings, multimedia files, and audio files featuring information in the field of finance and financial investments; Downloadable educational publications, namely, printable training materials, newsletters, and articles in the field of finance and financial investments; Downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments; Downloadable mobile applications for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments
Class 35: Business networking; Business management consulting and advisory services for the investment advisory industry; Promoting public awareness of registered investment advisor (RIA) platforms; Providing business information in the field of investment advisory services; Referrals in the field of investment advisory services
Class 36: Financial investment brokerage services; Investment management; Investment fund management services; Investment management of and distribution of annuities; Investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information regarding financial investment strategies for investment advisors; Providing financial information and financial advice via a website
Class 41: Educational services, namely, conducting live programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course and educational materials in connection therewith; Educational services, namely, conducting virtual programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course materials in connection therewith in printed or electronic format
Class 42: Providing online non-downloadable computer software platforms for use in connection with managing, accounting of and preparing reports for client investment accounts; Providing online non-downloadable computer software platforms for tracking performance of client investments

Description: Class 9: Downloadable educational media, namely, video recordings, multimedia files, and audio files featuring information in the field of finance and financial investments; Downloadable educational publications, namely, printable training materials, newsletters, and articles in the field of finance and financial investments; Downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments; Downloadable mobile applications for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments
Class 35: Business networking; Business management consulting and advisory services for the investment advisory industry; Promoting public awareness of registered investment advisor (RIA) platforms; Providing business information in the field of investment advisory services; Referrals in the field of investment advisory services
Class 36: Financial investment brokerage services; Investment management; Investment fund management services; Investment management of and distribution of annuities; Investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information regarding financial investment strategies for investment advisors; Providing financial information and financial advice via a website
Class 41: Educational services, namely, conducting live programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course and educational materials in connection therewith; Educational services, namely, conducting virtual programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course materials in connection therewith in printed or electronic format
Class 42: Providing online non-downloadable computer software platforms for use in connection with managing, accounting of and preparing reports for client investment accounts; Providing online non-downloadable computer software platforms for tracking performance of client investments

Description: Investment advisory services with respect to fixed income and dividend equity investments; Financial portfolio management with respect to fixed income and dividend equity investments; Financial management with respect to fixed income and dividend equity investments; Financial services, namely, a total portfolio offering for separate accounts of fixed income investments in the nature of the coordination, within a single account, of fixed income and dividend equity investment portfolio maintenance, trading, rebalancing, and tax management needs; Financial portfolio management and analysis services, namely, a total portfolio offering for separate accounts of fixed income investments; Financial investment with respect to fixed income products

Description: Class 9: Downloadable software for spending and trading cryptocurrency; Downloadable computer software for managing cryptocurrency transactions using blockchain technology; Downloadable computer software for managing and verifying cryptocurrency transactions on a blockchain
Class 36: Cryptocurrency trading services; Financial consultation in the field of cryptocurrency; Providing financial information in the field of cryptocurrency
Class 42: Providing temporary use of online non-downloadable software for cryptocurrency trading; Providing online, non-downloadable software for processing cryptocurrency transactions using blockchain technology

Description: Class 9: Downloadable software for spending and trading cryptocurrency; Downloadable computer software for managing cryptocurrency transactions using blockchain technology; Downloadable computer software for managing and verifying cryptocurrency transactions on a blockchain
Class 36: Cryptocurrency trading services; Financial consultation in the field of cryptocurrency; Providing financial information in the field of cryptocurrency
Class 42: Providing temporary use of online non-downloadable software for cryptocurrency trading; Providing online, non-downloadable software for processing cryptocurrency transactions using blockchain technology

Description: Investment advisory services with respect to fixed income and dividend equity investments; Financial portfolio management with respect to fixed income and dividend equity investments; Financial management with respect to fixed income and dividend equity investments; Financial services, namely, a total portfolio offering for separate accounts of fixed income investments in the nature of the coordination, within a single account, of fixed income and dividend equity investment portfolio maintenance, trading, rebalancing, and tax management needs; Financial portfolio management and analysis services, namely, a total portfolio offering for separate accounts of fixed income investments; Financial investment with respect to fixed income products

Description: Class 35: Business networking; Business management consulting and advisory services for the investment advisory industry; Promoting public awareness of registered investment advisor (RIA) platforms; Providing business information in the field of investment advisory services; Referrals in the field of investment advisory services
Class 36: Financial investment brokerage services; Investment management; Investment fund management services; Investment management of and distribution of annuities; Investment advice; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing information regarding financial investment strategies for investment advisors; Providing financial information and financial advice via a website
Class 41: Educational services, namely, conducting live programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course and educational materials in connection therewith; Educational services, namely, conducting virtual programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course materials in connection therewith in printed or electronic format
Class 42: Technical support services, namely, troubleshooting of computer software problems; Hosting of digital content on the Internet; Providing online non-downloadable computer software platforms for use in connection with managing, accounting of and preparing reports for client investment accounts; Providing online non-downloadable computer software platforms for tracking performance of client investments

Description: Educational services, namely, conducting virtual programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course materials in connection therewith in printed or electronic format; Educational services, namely, conducting live programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning and distribution of course and educational materials in connection therewith; Printed publications, namely, brochures, booklets, and teaching materials in the field of of finance, investment, money management, and financial planning; Printed instructional, educational, and teaching materials in the field of finance, investment, money management, and financial planning

Description: Class 36: Financial investment brokerage services; Providing information and research in the field of finance and financial investments; Banking services
Class 41: Providing on-line non-downloadable articles in the field of personal finance, financial literacy and investing; Providing online non-downloadable videos in the field of personal finance, financial literacy and investing; Educational services, namely, providing on-line seminars, non-downloadable webcasts, workshops, and events in the field of personal finance, financial literacy and investing; Educational services, namely, conducting seminars, non-downloadable webcasts, workshops and events in the field of personal finance, financial literacy and investing and distribution of course and educational materials in connection therewith

Description: Personal coaching services in the field of finance and financial investments; Providing a web site featuring non-downloadable instructional videos in the field of finance; Providing a website featuring non-downloadable articles in the field of finance and financial investments; Providing a website featuring non-downloadable audio recordings in the field of finance and financial investments; Providing on-line training courses, seminars, webcasts, and workshops in the field of finance and financial investments; Providing on-line chat rooms and electronic bulletin boards for transmission of messages among users in the field of finance and financial investments; Electronic financial trading services; Financial analysis; Financial investment brokerage services; Financial portfolio management; Financial risk assessment services; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Providing information and research in the field of finance and financial investments; Securities brokerage services; Securities trading and investing services for others via the internet; "TRADING"

Description: Personal coaching services in the field of finance and financial investments; Providing a web site featuring non-downloadable instructional videos in the field of finance; Providing a website featuring non-downloadable articles in the field of finance and financial investments; Providing a website featuring non-downloadable audio recordings in the field of finance and financial investments; Providing on-line training courses, seminars, webcasts, and workshops in the field of finance and financial investments; Providing on-line chat rooms and electronic bulletin boards for transmission of messages among users in the field of finance and financial investments; Electronic financial trading services; Financial analysis; Financial investment brokerage services; Financial portfolio management; Financial risk assessment services; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Providing information and research in the field of finance and financial investments; Securities brokerage services; Securities trading and investing services for others via the internet; "TRADING"

Description: Personal coaching services in the field of finance and financial investments; Providing a web site featuring non-downloadable instructional videos in the field of finance; Providing a website featuring non-downloadable articles in the field of finance and financial investments; Providing on-line training courses, seminars, webcasts, and workshops in the field of finance and financial investments; Providing a website featuring non-downloadable audio recordings in the field of finance and financial investments; Downloadable educational media, namely, video recordings, multimedia files, and audio files featuring information in the field of finance and financial investments; Downloadable educational publications, namely, printable training materials, newsletters, and articles in the field of finance and financial investments; Downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments; Providing on-line chat rooms and electronic bulletin boards for transmission of messages among users in the field of finance and financial investments; Electronic financial trading services; Financial analysis; Financial investment brokerage services; Financial portfolio management; Financial risk assessment services; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Providing information and research in the field of finance and financial investments; Securities brokerage services; Securities trading and investing services for others via the internet; Computer services, namely, creating an on-line community for registered users to participate in discussions in the fields of finance and investments; Providing on-line non-downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the fields of finance and financial investments; Platform as a service (PAAS) featuring computer software platforms for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the fields of finance and financial investments; Software as a service (SAAS) services featuring software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the fields of finance and financial investments

Description: Personal coaching services in the field of finance and financial investments; Providing a web site featuring non-downloadable instructional videos in the field of finance; Providing a website featuring non-downloadable articles in the field of finance and financial investments; Providing on-line training courses, seminars, webcasts, and workshops in the field of finance and financial investments; Providing a website featuring non-downloadable audio recordings in the field of finance and financial investments; Downloadable educational media, namely, video recordings, multimedia files, and audio files featuring information in the field of finance and financial investments; Downloadable educational publications, namely, printable training materials, newsletters, and articles in the field of finance and financial investments; Downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the field of finance and financial investments; Providing on-line chat rooms and electronic bulletin boards for transmission of messages among users in the field of finance and financial investments; Electronic financial trading services; Financial analysis; Financial investment brokerage services; Financial portfolio management; Financial risk assessment services; Organization of online stock exchanges for the benefit of the trade of stocks and other financial securities; Providing information and research in the field of finance and financial investments; Securities brokerage services; Securities trading and investing services for others via the internet; Computer services, namely, creating an on-line community for registered users to participate in discussions in the fields of finance and investments; Providing on-line non-downloadable software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the fields of finance and financial investments; Platform as a service (PAAS) featuring computer software platforms for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the fields of finance and financial investments; Software as a service (SAAS) services featuring software for electronically trading securities, financial planning, financial analysis, financial account management, and portfolio management in the fields of finance and financial investments

Description: Platform as a service (PAAS) featuring computer software platforms for using virtual currency to practice trading securities; Providing online non-downloadable software for using virtual currency to practice trading securities in virtual environments; Software as a service (SAAS) services featuring software for using virtual currency to practice trading securities

Description: Educational services, namely, providing live and on-line seminars, webcasts, workshops, and events in the field of finance and financial investment; educational services, namely, providing live and on-line instruction in the field of finance and financial investment via an on-line website; providing a website featuring non-downloadable articles in the field of finance and financial investments; providing a website featuring nondownloadable instructional videos in the field of finance

Description: Class 36: Financial analysis; Financial information provided by electronic means in the field of finance and financial investments; Providing on-line news in the field of finance
Class 38: Internet broadcasting services
Class 41: Educational services, namely, providing on-line programs with news and commentary in the field of financial markets and financial investments; Entertainment services in the nature of production of programs featuring news and commentary on financial markets and financial investments; Entertainment services, namely, the provision of continuing programs featuring news and commentary on financial markets and financial investments delivered by the Interent; Providing on-line newsletters in the field of finance and financial investments

Description: INVESTING

Description: Providing online non-downloadable videos, and electronic publications in the nature of brochures, and guides, all in the fields of cybersecurity and prevention of financial fraud and identity theft. | Providing educational information about cybersecurity; Providing a website featuring educational information in the field of cybersecurity

Description: Downloadable electronic publications in the nature of brochures and reports in the field of promoting and fostering diversity in the investment advisor workplace; downloadable electronic instructional and teaching materials in the field of promoting and fostering diversity in the investment advisor workplace

Description: Providing career placement and networking services for financial firms and advisors; career placement; career placement consulting services; career networking services; business services, namely, promoting awareness of the registered independent advisor (RIA) industry; providing business information via a website in the field of investment advisory industry; providing online employment placement services, namely, connecting individuals with employers in registered investment advisory firms | Providing temporary use of online non-downloadable software for matching independent advisors with registered investment advisory firms; providing temporary use of online non-downloadable software for accessing information about career placement, networking, and growth opportunities for independent advisors and registered investment advisory firms; providing temporary use of online non-downloadable software that enables users to search for independent advisors and registered investment advisory firms for professional and networking purposes

Description: Providing online non-downloadable software for financial management, namely, cash management, tax loss harvesting, and rebalancing across accounts, and within accounts; software as a service (SAAS) featuring software for financial management, namely, cash management, tax loss harvesting, and rebalancing across accounts, and within accounts

Description: Providing an online non-downloadable software application for use in managing an equity program and analysis of equity compensation plan data

Description: TRADING

Description: Financial strategy, planning, advisory and brokerage services in the fields of finance and financial investments, financial asset and portfolio management

Description: Class 36: Charitable services, namely, providing donor-advised fund services to others in the nature of accepting, managing, investing, and granting charitable contributions
Class 42: Computer services, namely, hosting a website featuring technology that allows users to obtain information regarding donor-advised funds, and charitable giving; hosting a website featuring technology that allows users to obtain research and analysis of others in charitable organizations via a global computer communications network

Description: Class 36: Charitable services, namely, providing donor-advised fund services to others in the nature of accepting, managing, investing, and granting charitable contributions
Class 42: Computer services, namely, hosting a website featuring technology that allows users to obtain information regarding donor-advised funds, and charitable giving; hosting a website featuring technology that allows users to obtain research and analysis of others in charitable organizations via a global computer communications network

Description: Class 36: Charitable services, namely, providing donor-advised fund services to others in the nature of accepting, managing, investing, and granting charitable contributions
Class 42: Computer services, namely, hosting a website featuring technology that allows users to obtain information regarding donor-advised funds, and charitable giving; hosting a website featuring technology that allows users to obtain research and analysis of others in charitable organizations via a global computer communications network

Description: Financial and investment research, strategy, planning, advisory and brokerage services, asset and portfolio management

Description: Financial and investment research, strategy, planning, advisory and brokerage services, asset and portfolio management

Description: Providing financial and investment information, financial and investment news, financial and investment research, financial and investment databases, all for use by investors in the trading and analysis of investments, finances and financial planning, via a global computer network; Providing information and analysis in the field of financial investments; Providing personalized investment information, investment account management, and securities brokerage services; Investment advisory services; Investment consultation; Investment management; Investment advice; Financial planning; Financial advice; Financial analysis; Financial consultation; Financial management; Retirement fund investment; Financial services, namely, retirement planning and retirement plan administration services; Financial planning for retirement services, namely, trustee services; Providing financial and investment advice, analysis and consultation services; Brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, exchange traded funds, commodities, futures, options, and indices of any of them; Brokerage services and investment services provided electronically and via global information networks, namely, electronic trading in securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Investment advice and management in the fields of securities, stocks, bonds, mutual funds, money market funds, exchange traded funds, commodities, futures, options, and indices of any of them; Securities brokerage account services including an interest bearing feature for cash between investments, access to cash, and margin loans; Investment brokerage and investment portfolio management services; Investment account information services; Investment fund management; Annuity investment services; Investment advisory services, namely, managed account services; Debit card services, namely, debit card transaction processing services, issuing of debit cards; credit card services, namely, credit card verification, credit card authorization services, credit card transaction processing services, issuing credit cards; Payment processing services, namely, credit card and debit card transaction processing services; Electronic funds transfer services; check writing and bill payment services; Monetary affairs, namely, financial information, management and analysis services; Trust company custody services, namely, maintaining possession of financial assets for others for financial management purposes; trust and investment account services; margin account services; Corporate savings account services; Payment services, namely, payment verification services, bill payment services, credit card payment processing services, payment and funds verification services, check payment guarantee services, and fund transfer services, namely, investment fund transfer and transaction services; Providing information and analysis in the fields of finance, economics, investment, business, and investment strategy; Financial portfolio management; Providing financial information via a website; Providing financial news, information, research, and analysis services and online searchable databases featuring financial information, analysis and research in the fields of investing and finance

Description: Providing online non-downloadable software for use in administration of equity compensation plans

Description: Financial information provided by electronic means in the field of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation; Financial investment brokerage services; Financial research and information services; Providing information and research in the field of finance and financial investments; Providing information in the field of finance; Providing information in the field of finance via a website; Provision of stock market information

Description: Investment management; Investment consultation; Investment advisory services; Financial investment brokerage services; Financial planning; Providing information in the field of financial stock and equity markets; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial asset management services

Description: Financial investment services; Financial advisory and consultancy services; Financial portfolio management; Financial planning and investment advisory services; Funds investment; fund investment services; mutual funds and capital investment; Investment of funds for others in the fields of equity index funds, active equity funds, fixed income products, multi-asset funds, separately managed accounts, and money market funds; Financial services, namely, trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; wealth management services; financial asset management services; direct, personalized, and customized indexing investing services

Description: Class 9: Downloadable documents in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence
Class 41: Educational services, namely, providing programs, classes, courses, workshops, and seminars in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence; Providing educational programs, classes, courses, workshops, and seminars for youth in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence; providing a website featuring non-downloadable videos in the fields of financial planning, financial management, financial instruments, debt management, and the creation of personalized strategies to achieve financial independence

Description: Providing a full line of financial and investment services, namely, financial planning and investment advisory services, investment management services, investment brokerage, banking services, financial loan consultation, credit and loan services, savings account services, financial administration of retirement plans, financial trust planning, trust services, namely, investment and trust company services, trading in securities, estate trust planning, estate trust management, and insurance brokerage; providing information and analysis in the fields of finance, investment, financial planning, and investment strategy | Educational services, namely, conducting seminars, webcasts, training sessions, classes, conferences, and workshops in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation; providing a website featuring non-downloadable videos in the fields of investment, finance, business, financial planning, portfolio management, retirement planning, money management, and asset allocation | providing temporary use of online, non-downloadable interactive software for managing, monitoring and creating reports for personal financial and investment accounts; software as a service (SAAS) services comprised of computer software for use in on-line trading of securities and portfolio management in the fields of finance and investments

Description: Providing information in the field of financial stock and equity markets; Providing information and research in the field of finance and financial investments; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Securities trading services for others via the Internet and the global information network; Financial information provided by electronic means in the field of securities trading and investments

Description: Class 9: Downloadable podcasts in the field of finance and financial investments
Class 41: Entertainment services, namely, providing podcasts in the field of finance and financial investments

Description: Downloadable computer software that allows a chatbot character to interact directly with clients through natural language processing in the fields of personal finance, asset management, wealth management, investment, and banking; downloadable computer software for conducting account transactions, securities trades, research, analysis and portfolio management activities; downloadable computer software for financial account management, financial information management, financial education, and customer support services

Description: Educational services, namely, arranging and conducting live programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning; educational services, namely, arranging and conducting virtual programs, classes, seminars, presentations, and conferences in the field of finance, investment, money management, and financial planning

Description: Securities trade execution services; Financial services, namely, assisting others with the completion of financial transactions for equity securities; Financial investment services, namely, investment fund transfer and transaction services in the nature managing investment transactions by adjusting order routing for efficient and cost saving order execution

Description: Providing automated and customized personal financial, investment management and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts, each through a global computer network; providing information and analysis in the field of financial investments

Description: Financial investment management; Providing stock market information; Financial and investment services, namely, management and brokerage in the fields of stocks; Financial and investment services, namely, management and brokerage in the fields of dollar-based investing and fractional shares; Stock brokerage services for fractional shares of stocks via the internet

Description: THE NON-LATIN CHARACTERS THAT TRANSLITERATE TO "ZHUO YUE" AND "TOU ZI ZU HE"

Description: Investment advisory services with respect to fixed income and dividend equity investments; financial portfolio management with respect to fixed income and dividend equity investments; financial management with respect to fixed income and dividend equity investments; financial services, namely, a total portfolio offering for separate accounts of fixed income investments in the nature of the coordination, within a single account, of fixed income and dividend equity investment portfolio maintenance, trading, rebalancing, and tax management needs; financial portfolio management and analysis services, namely, a total portfolio offering for separate accounts of fixed income investments; financial investment with respect to fixed income products

Description: Annuity investment services, namely, distribution of annuities; investment management of and distribution of variable annuities

Description: Annuity investment services, namely, distribution of annuities; investment management of and distribution of variable annuities

Description: Financial investment management; Providing stock market information; Financial and investment services, namely, management and brokerage in the fields of stocks; Financial and investment services, namely, management and brokerage in the fields of dollar-based investing and fractional shares; Stock brokerage services for fractional shares of stocks via the internet

Description: Providing online non-downloadable software for matching independent advisors with registered investment advisory firms; providing online non-downloadable software to provide information about career placement, networking, and growth opportunities for independent advisors and registered investment advisory firms; providing online non-downloadable software that enables users to search for independent advisors and registered investment advisory firms for professional and networking purposes

Description: Providing educational services to individuals and professional financial advisors, namely, conducting seminars, classes, and workshops in the fields of finance, financial planning, wealth management, retirement planning, and investment; providing news and commentary in the field of current events relating to financial information, investing, and investment products; entertainment services, namely, providing podcasts in the fields of finance, financial information, financial management, investment, and trading; providing online publications in the nature of magazines, newsletters and reports in the field of financial and investment advice and information; Providing financial information and analysis about financial planning, investment, portfolio management, trading options, analytics, order management, risk modeling, securities, and futures; investment management services; mutual fund investment services; providing an online computer database in the fields of finance, financial portfolio management, financial planning, trading, analytics, order management, risk modeling, securities, futures, and financial alternative plans; securities brokerage services; commodity brokerage; financial investment brokerage services; online discount securities brokerage services; management of a capital investment fund; financial services for financial investment advisors, namely, online financial portfolio management; financial consulting services, namely, advising professional financial advisors about financial portfolio management, wealth management, investment management, and financial planning; financial planning for retirement; individual retirement account services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance; financial asset management; cash management services; stock broking services; stocks and bonds brokerage; stock exchange information services; providing stock market information; providing information in the field of financial stock, equity markets, and data concerning stock exchanges; financial investment analysis and stock research; financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; financial services, namely, providing information, analysis, news and commentary about investment products, namely, securities and futures; online financial advisory services in the nature of automated financial robo-advisory services; end-point investor services, namely, capital investment and investment of funds; investment consultation services in the area of investment risk assessment; financial services, namely, administration of donor-advised funds; cryptocurrency and digital currency trading services; financial consultation in the field of cryptocurrency, virtual currency, and digital currency; financial brokerage services for cryptocurrency, virtual currency, and digital currency trading; Providing online non-downloadable software for use in connection with finance, wealth management, financial information, investment, and trading, namely, investment portfolio management software, and financial risk modeling software; providing online non-downloadable software to view financial information, investment strategy, and investment allocation; providing online non-downloadable software for enabling order execution in connection with trading options and other financial instruments; providing online non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online non-downloadable interactive financial planning software; providing online non downloadable software application for use in database management, transmitting electronic messages, and creating spreadsheets; providing a website featuring technology that enables financial investment advisors to customize the presentation of their clients' individual account information and enables financial investment advisors' clients to view personalized financial investment and account information; providing a web hosting platform featuring technology for digital file and data transaction services

Description: Customized personal financial and advisory services, namely, providing information, analysis, and advice in the field of finance, financial investments, retirement planning; investment consultation

Description: "PLAN COMPREHENSIVE"

Description: "STARTER FUNDS"

Description: Entertainment services, namely, an ongoing series in the field of finance provided through webcasts; entertainment services, namely, providing webcasts in the field of finance; educational and entertainment services, namely, providing a webcast series in the fields of finance and financial industry news

Description: "INVESTOR"

Description: Downloadable software related to financial information, investment, and trading, namely, electronic trading software, portfolio management software, financial analytical software, financial contact management software, and financial risk modeling software; downloadable software for providing electronic connectivity to financial exchanges and markets | Printed publications, namely, magazines, newsletters, guides, manuals, pamphlets, and brochures, all in the fields of finance, investment, and trading | Economic research and economic research services provided via a global computer network; economic forecasting and analysis | Financial services, namely, providing securities and investment information, analysis, news and commentary; securities and futures trading for others; providing an on-line searchable computer database containing financial information about financial planning, investment, portfolio management, trading, analytics, order management, risk modeling, securities, futures and forex; securities brokerage services; on-line discount securities brokerage services | Providing access to computer databases containing financial information | Educational services, namely, providing conferences, webinars, webcasts, and seminars in the fields of investment and finances; providing on-line publications in the nature of magazines, newsletters and reports in the fields of investing and investment products, namely, securities and futures; providing a website featuring non-downloadable instructional videos in the field of finance, investing, investment products, namely, securities, futures, options, and foreign exchange markets, and strategies and techniques for the trading of securities and financial instruments | Providing on-line non-downloadable software for use in connection with financial planning; providing on-line non-downloadable software related to investment, namely, electronic trading software, investment portfolio management software, financial analytical software, electronic trading order management software, and financial risk modeling software

Description: House mark for a full line of financial and investment services

Description: Providing online non-downloadable software that allows a chatbot character to interact directly with clients through natural language processing in the field of personal finance, asset management, wealth management, investment, and banking; providing a website which features technology that enables customers to interact directly with a chatbot character through natural language processing in the fields of personal finance, asset management, wealth management, investment, and banking; providing online non-downloadable computer software for conducting research; providing online non-downloadable computer software for financial education and customer support services

Description: Downloadable computer software that allows a chatbot character to interact directly with clients through natural language processing in the fields of personal finance, asset management, wealth management, investment, and banking; downloadable computer software for conducting account transactions, securities trades, research, analysis and portfolio management activities; downloadable computer software for financial account management, financial information management, financial education, and customer support services

Description: Downloadable computer software for data processing; downloadable computer software for data mining tasks, namely, pattern discovery, motif discovery, anomaly and novelty discovery, shapelet discovery, semantic segmentation, density estimation, and identification of time series chains

Description: Downloadable electronic game software for use on mobile and cellular phones and handheld computers; downloadable mobile application featuring games, quizzes and audio and video recordings in the field of personal finance

Description: Educational and entertainment services, namely, a continuing program about finance, investing, and trading accessible by means of video and computer networks; providing online non-downloadable audio-visual recordings featuring finance, investing, and trading

Description: Providing online non-downloadable audio-visual content in the nature of documentaries, namely, non-downloadable videos in the field of financial independence, personal growth, and professional achievement

Description: Business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing business information to financial service providers via the Internet | Financial and business administration of stock option plans, employer stock purchase plans, and directed share programs for others; providing technical support services, namely, technical advice for the financial and business administration and management of stock option plans, employer stock purchase plans, and directed share programs for others; financial services, namely, providing stock plan services and equity stock plan services in the nature of stock option plans, retirement plans, and employee stock purchase plans; investment management services; financial investment services in the fields of stocks, securities, mutual funds, commodities, and corporate, municipal, and treasury bonds; providing an online computer database in the fields of finance, investing, financial portfolio management, financial planning, financial decision making, investment research, monitoring performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, and financial alternative plans; securities brokerage services provided to holders of stock options; mutual fund investment services; providing financial information by electronic means; providing personalized investment information and investment account management, all by means of the internet; providing information about investment accounts and information about mutual fund performance; retirement fund investment services; financial administration of retirement plans and employee benefit plans concerning retirement, finance, and insurance | Educational services, namely, providing non-downloadable webinars and webcasts in the fields of investment, finance, financial planning, stock plans, equity compensation, retirement planning, asset allocation, investment strategy, and investment portfolio management; providing on-line non-downloadable publications in the nature of newsletters and reports in the fields of stock options, equity compensation, investing and investment products, namely, financial securities and stocks | Providing on-line non-downloadable software for use in managing and viewing financial information relating to stock options, retirement plans, investment portfolios, investment strategy and investment allocation, equity compensation, and financial alternative plans; providing temporary use of online, non-downloadable interactive software for managing and monitoring personal financial and investment accounts; providing online, non-downloadable interactive software for creating managed personal investment accounts; providing online non-downloadable interactive financial planning software; providing on-line non-downloadable software for use in managing investment and trading, namely, electronic trading software, investment portfolio management software, and financial analytical software

Description: Entertainment services, namely, the production and provision of an ongoing news program delivered via the internet; providing online information regarding an ongoing television news program; providing a website featuring information, visual materials, and non-downloadable prerecorded audio and video content relating to an ongoing television news program