Oregon State Treasury

Description: Financial services, namely, providing savings account services for eligible individuals to pay for qualified education expenses.

Description: Financial services, namely, providing tax-advantaged savings account services for eligible individuals to cover qualified education expenses through an Oregon State Treasury-managed qualified tuition program under Section 529 of the Internal Revenue Code

Description: Class 35: Connecting Oregonians with savings programs to pay for future higher education expenses, qualified disability expenses, and retirement, in the nature of connecting consumers with state supported savings programs
Class 36: Financial services in the nature of providing information in the field of financial wellness and savings programs for higher education, qualified disability, and retirement expenses to Oregonians

Description: Treasury services, namely, investment and management of public funds and trust funds for others; financial services, namely, administration of transactions involving the issuance of state, county, and municipal bonds; financial services, namely, providing investment consultation services for state agencies and local governments, including school districts, cities and counties; financial administration of savings programs for future higher education expenses, qualified disability expenses, and retirement