Class 035: Tax planning; Tax preparation; Accounting services to clients, namely, bookkeeping, small business accounting, payroll, and business advisory services
Class 036: Investment advice; Broker-dealer services in the field of securities, namely, the offering and distribution of stocks, bonds, mutual funds, and other investment products; providing financial brokerage services for variable insurance products and variable annuities; financial services, namely, the underwriting, distribution, and sale of SEC and FINRA registered insurance and annuity products; advisory and brokerage services related to investment products and insurance-based retirement solutions
Class 036: Financial consultation in the field of fiduciary investments; Financial information and advisory services; Financial information and evaluations
Class 036: Financial consultation in the field of fiduciary investments; Financial information and advisory services; Financial information and evaluations
Class 036: Financial consultation in the field of fiduciary investments; Financial information and advisory services; Financial information and evaluations
Class 035: marketing and promotional services for financial service professionals in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products; Class 036: providing information in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products; Class 041: educational services, namely, arranging and conducting professional training and mentoring programs for insurance and annuity agents, financial advisors, and investment advisors in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products, business development, practice management, customer experience, lead generation, branding, estate, tax, and financial and investment planning
Class 035: marketing and promotional services for financial service professionals in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products; Class 036: providing information in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products; Class 041: educational services, namely, arranging and conducting professional training and mentoring programs for insurance and annuity agents, financial advisors, and investment advisors in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products, business development, practice management, customer experience, lead generation, branding, estate, tax, and financial and investment planning
Class 035: marketing and promotional services for financial service professionals in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products; Class 036: providing information in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products; Class 041: educational services, namely, arranging and conducting professional training and mentoring programs for insurance and annuity agents, financial advisors, and investment advisors in the fields of annuities, wealth management, investments, life insurance, long-term care insurance, disability insurance products and other financial products, business development, practice management, customer experience, lead generation, branding, estate, tax, and financial and investment planning
providing an online non-downloadable computer software platform for insurance agents to build, compare, recommend, and sell annuity products while managing the annuity sales process
providing an online non-downloadable computer software platform for insurance agents to build, compare, recommend, and sell disability insurance products while managing the insurance sales process
providing an online non-downloadable computer software platform for insurance agents to build, compare, recommend, and sell Medicare Supplement insurance products while managing the insurance sales process
Broker-dealer services in the field of securities, namely, the offering and distribution of stocks, bonds, mutual funds, and other investment products; providing financial brokerage services for variable insurance products and variable annuities; financial services, namely, the underwriting, distribution, and sale of SEC and FINRA registered insurance and annuity products; advisory and brokerage services related to investment products and insurance-based retirement solutions
Providing a non-downloadable computer software platform for insurance agents to build, compare, recommend and sell life insurance, annuities, long-term care insurance, and disability insurance products while managing the insurance sales process
Providing an online non-downloadable computer software platform for insurance agents to build, compare, recommend, and sell asset-based long-term care insurance products while managing the insurance sales process
providing educational information in the field of insurance; providing insurance agent referrals for life insurance, annuities and other financial produces; insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to insurance carrier partners, agents and agencies interested in those requests; promotion and marketing services in the field of insurance; "DIRECT"
educational services, namely, arranging and conducting professional training and mentoring programs for life insurance and annuity agents and financial advisors in the fields of life insurance and annuity products, business development, practice management, customer experience, lead generation, branding, estate, tax, and financial and investment planning; "UNIVERSITY"
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; Financial analysis and consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy and insurance consultancy; Financial consulting; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing a web site featuring personal financial information and financial advice; Providing information and research in the field of finance and financial investments; Strategic financial advisory services; "ADVISOR"
