Financial services, namely, commodity investment advice, financial analysis and consultation, financial exchange, financial forecasting, financial investment in mutual funds, stocks and other securities for others, financial management, financial planning, financial portfolio management, fund investment consultation, investment advice, investment brokerage, investment consultation, and investment management for others; financial services in the nature of an investment security; mutual fund investment services; administration of employee benefit plans concerning insurance and finance, pension plans, retirement funds and deferred compensation plans; providing brokerage on behalf of participants in defined contribution plans, deferred compensation plans and individual retirement accounts for investment in mutual funds, stocks and other securities; providing financial information by electronic means about financial accounts, mutual funds, and retirement planning tools; providing financial information by an automated telephone system about financial accounts, mutual funds, and retirement planning tools; providing an online computer database featuring information concerning financial accounts, mutual funds, and retirement planning tools; providing financial planning information to state and local governments and their employees and to not-for-profit entities and their employees via the Internet; insurance services, namely, the administration, education, and sale of life insurance and life insurance-based investment products; financial counseling services, namely, helping others build a better working relationship with their money by means of financial advice, financial management, and financial consulting; Financial planning, namely, creating personalized strategies for student loan repayment | Education services, namely, providing a website featuring nondownloadable videos, articles, tutorials in the field of financial wellness and financial Education
Financial services, namely, commodity investment advice, financial analysis and consultation, financial forecasting, financial investment in mutual funds, stocks and other securities for others, financial management, financial planning, financial portfolio management, fund investment consultation, investment advice, investment brokerage, investment consultation, and investment management for others; financial services in the nature of an investment security; mutual fund investment services; administration of employee benefit plans concerning insurance and finance, pension plans, retirement funds and deferred compensation plans; providing brokerage on behalf of participants in defined contribution plans, deferred compensation plans and individual retirement accounts for investment in mutual funds, stocks and other securities; providing financial information by electronic means about financial accounts, mutual funds, and retirement planning tools; providing financial information by an automated telephone system about financial accounts, mutual funds, and retirement planning tools; providing an online computer database featuring information concerning financial accounts, mutual funds, and retirement planning tools; providing financial planning information to state and local governments and their employees and to not-for-profit entities and their employees via the Internet; insurance services, namely, the administration of life insurance and life insurance-based investment products; insurance services, namely, insurance brokerage of life insurance and life insurance-based investment products; and student loan services, namely, student loan payment planning and administration; all of the foregoing provided to employees and individuals to build retirement security
Financial services, namely, commodity investment advice, financial analysis and consultation, financial forecasting, financial investment in mutual funds, stocks and other securities for others, financial management, financial planning, financial portfolio management, fund investment consultation, investment advice, investment brokerage, investment consultation, and investment management for others; financial services in the nature of an investment security; mutual fund investment services; administration of employee benefit plans concerning insurance and finance, pension plans, retirement funds and deferred compensation plans; providing brokerage on behalf of participants in defined contribution plans, deferred compensation plans and individual retirement accounts for investment in mutual funds, stocks and other securities; providing financial information by electronic means about financial accounts, mutual funds, and retirement planning tools; providing financial information by an automated telephone system about financial accounts, mutual funds, and retirement planning tools; providing an online computer database featuring information concerning financial accounts, mutual funds, and retirement planning tools; providing financial planning information to state and local governments and their employees and to not-for-profit entities and their employees via the Internet; insurance services, namely, the administration of life insurance and life insurance-based investment products; insurance services, namely, insurance brokerage of life insurance and life insurance-based investment products; and student loan services, namely, student loan payment planning and administration; all of the foregoing provided to employees and individuals to build retirement security
Financial services, namely, commodity investment advice, financial analysis and consultation, financial exchange, financial forecasting, financial investment in mutual funds, stocks and other securities for others, financial management, financial planning, financial portfolio management, fund investment consultation, investment advice, investment brokerage, investment consultation, and investment management for others; financial services in the nature of an investment security; mutual fund investment services; administration of employee benefit plans, pension plans, retirement funds and deferred compensation plans; providing brokerage and related services on behalf of participants in defined contribution plans, deferred compensation plans and individual retirement accounts for investment in mutual funds, stocks and other securities; providing financial information by electronic means about financial accounts, mutual funds, and retirement planning tools; providing financial information by an automated telephone system about financial accounts, mutual funds, and retirement planning tools; providing an online computer database featuring information concerning financial accounts, mutual funds, and retirement planning tools; and providing financial planning information to state and local governments and their employees via the Internet
Class 036: Financial and investment management services in the field of retirement funds, namely, providing for the commingled investment of funds held by qualified retirement and deferred compensation plans of state and local governments and their agencies and instrumentalities; pension and retirement fund administration and management to a trust established as a vehicle for commingled investment of public employer funds through its affiliated entities
PROVIDING INFORMATION ABOUT FINANCIAL ACCOUNTS, MUTUAL FUNDS, RETIREMENT PLANNING TOOLS AND FINANCIAL, INVESTMENT AND RETIREMENT MATERIALS VIA AN AUTOMATED TELEPHONE SYSTEM
financial analysis and consultation; financial exchange; financial forecasting; financial information provided by electronic means; financial investment in the field of securities; financial management; financial planning; financial portfolio management; financial services in the nature of an investment security; commodity investment advice; fund investment consultation; funds investment; investment advice; investment brokerage; investment consultation; investment management; investment of funds for others
