Coaching and training services in the fields of ownership, management, and staffing of stock brokerages; Downloadable cloud-based computer application software for mobile phones, tablets, desktops, handheld computers and mobile devices, namely, software for carrying out financial transactions, operating an independent financial advisory business, and managing client relationships; Financial services, namely, investment advisory services, fixed income and stock brokerage, and annuity insurance brokerage services; providing a website featuring information in the field of financial services, namely, investment advisory, stock and fixed income brokerage, and annuity insurance brokerage services for individual investors; providing financial account information, providing financial calculators for client investments, providing financial information regarding financial markets via email notification alerts, preparing financial analysis of client portfolios; financial management services; financial advisory services; investment advisory services; Business consulting services, namely, providing business consultancy and information for the financial services industry; providing temporary use of non-downloadable cloud-based computer application software for mobile phones, tablets, desktops, handheld computers and mobile devices, namely, software for carrying out financial transactions, operating an independent financial advisory business, and managing client relationships
