Class 036: Investment of funds; Investment management; Investment of funds for charitable purposes; Financial administration of charitable giving accounts and corporate philanthropic accounts; Providing grants to nonprofit and charitable organizations; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning and investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Investment consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information in the field of charitable giving, investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision-making, and financial risk management; Estate planning; Financial trust planning; Financial trust administration
Class 036: Providing financial information services to employers and retirement plan consultants in the nature of providing information and research in the field of retirement plans
Class 036: Providing financial information services to employers and retirement plan consultants in the nature of providing information and research in the field of retirement plans
Downloadable chatbot software using artificial intelligence (AI) for replying to questions online from individuals related to personal finance, asset management, wealth management, investments and financial education; Investment of funds; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial planning and investment advisory services; Financial planning for retirement; Financial planning; Investment consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information via a website; Administration of employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Charitable fundraising services; Estate planning; Financial trust planning; Financial trust administration; Providing temporary use of online non-downloadable chatbot software using artificial intelligence (AI) for replying to questions online from individuals related to personal finance, asset management, wealth management, investments and financial education
Investment of funds; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial planning and investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Investment consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information; Providing financial information and financial advice via a website; Providing information in the field of financial planning; Administration of employee benefit plans concerning insurance and finance; Financial management of employee pension plans; Charitable fundraising services; Estate planning; Financial trust administration
Investment of funds; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial planning and investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Investment consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information; Providing financial information and financial advice via a website; Providing information in the field of financial planning; Administration of employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Financial management of employee pension plans; Charitable fundraising services; Estate planning; Financial trust administration
Funds investment; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial advisory services; Investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information; Providing financial information via a web site; Financial portfolio management; Providing information in the field of employee financial benefit plans; Financial management in the field of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; Charitable fundraising services; Estate planning; Financial trust planning; Financial trust administration
Funds investment; Investment management; Financial asset management; Financial services, namely, wealth management services; Financial risk assessment services; Financial risk management; Financial investment brokerage; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Actuarial services; Financial advisory services; Investment advisory services; Financial planning for retirement; Financial planning; Financial planning consultation; Financial services, namely, investment fund transfer and transaction services; Providing information and research in the field of finance and financial investments; Providing financial information; Providing financial information via a web site; Financial portfolio management; Providing information in the field of employee financial benefit plans; Financial management in the field of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; Charitable fundraising services; Estate planning; Financial trust planning; Financial trust administration
Providing financial analysis, research and management services for others in the field of fixed income securities; Financial risk assessment and management; Investment portfolio construction services
Investment of funds, investment management, financial asset management, wealth management, financial risk assessment, financial risk management, financial investment brokerage, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes, actuarial, financial and investment advisory, financial retirement planning, financial planning, financial and investment consultation, investment transactions and processing in the nature of investment fund transfer and transaction services and financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; Financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fund raising services; estate planning, financial trust planning, and financial trust administration services; financial advisory and consulting services, namely legacy planning and charitable giving; "WEALTH MANAGEMENT"
Investment of funds, investment management, financial asset management, wealth management, financial risk assessment, financial risk management, financial investment brokerage, actuarial, financial and investment advisory services; financial retirement planning, financial planning, financial and investment consultation, and financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; "MEGATRENDS MODEL"
Investment of funds, investment management, financial asset management, wealth management, financial risk assessment, financial risk management, financial investment brokerage, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes, actuarial, financial and investment advisory, financial retirement planning, financial planning, financial and investment consultation, investment transactions and processing in the nature of investment fund transfer and transaction services and financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; Financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fund raising services; estate planning, financial trust planning, and financial trust administration services; financial advisory and consulting services, namely legacy planning and charitable giving
Software as a service (SAAS) services featuring software for use in initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions in the fields of investing, investment management, finance, financial planning, retirement planning, risk management; Software as a service (SAAS) services featuring software for use in financial portfolio management in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; providing online, non-downloadable computer software for use in managing and administering retirement plans, pension plans, and employee compensation plans in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; software as a service (SAAS) services featuring software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; providing online, non-downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; installation, maintenance and updating of computer software; computer programming; software design and development; technical support services, namely, troubleshooting of computer software problems and troubleshooting of web and database applications; computer software consulting; computer and internet security services, namely, restricting unauthorized access to computer networks and websites, computer security consultancy, and internet security consultancy; data security services, namely, data security consultancy, design and development of electronic data security systems, and computer security threat analysis for protecting data; authentication, issuance and validation of digital certificates
Downloadable electronic publications namely, reports, white papers, brochures, manuals, and presentations in the fields of generational wealth, understanding generational wealth, planning for generational wealth, managing generational wealth, preserving generational wealth, protecting generational wealth, growing generational wealth, promoting financial stewardship of generational wealth, preserving financial legacies, transfer of generational wealth, and financial literacy; Downloadable electronic publications, namely, reports, white papers, brochures, manuals, and presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; downloadable computer software for initiating, processing, and tracking financial transactions, securities trading orders, and investment account transactions; downloadable computer software for managing and administering retirement plans, pension plans, and employee compensation plans for use in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management
Investment of funds; investment management; financial asset management; financial services, namely, wealth management services; financial risk assessment services; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial services; financial and investment advisory services; financial retirement planning; financial planning; financial planning and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing financial information via an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision-making, and financial risk management; financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fundraising services; estate planning, financial trust planning, and financial trust administration services
Investment of funds; investment management; financial asset management; financial services, namely, wealth management services; financial risk assessment services; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial services; financial and investment advisory services; financial retirement planning; financial planning; financial planning and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing financial information via an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision-making, and financial risk management; financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; charitable fundraising services; estate planning, financial trust planning, and financial trust administration services
Financial record keeping for investments; financial records management; preparing financial reports for others; providing financial record keeping services for retirement plans, employee benefit plans, employee pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services | Investment of funds; investment management; financial asset management; wealth management; financial risk assessment; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial, financial and investment advisory; financial retirement planning; financial planning; financial and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction service; and financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; Financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans
Financial custody services, namely, maintaining financial assets for others for financial management purposes; actuarial, financial, and investment advisory; financial retirement planning; financial planning; financial and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction services; providing information, research, and news in the fields of finance and financial investments; providing an interactive website and online computer database in the fields of investing, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management
Educational services, namely, providing workshops, classes, seminars, and conferences in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; providing online publications, namely, reports, white papers, brochures, manuals, blogs, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; Printed publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; "ADVISOR'S"; Providing online, non-downloadable computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management
downloadable electronic publications in the nature of newsletters, reports, guides, charts, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of investing, investments management, finance, financial planning, retirement planning, risk management, and financial portfolio management; Financial and investment services, namely, investment advice and advisory services, financial, investment, and actuarial consultation, financial and investment research, banking, retirement financial planning, and annuities investment; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing information in the financial and investment fields through electronic means; research in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; "ADVISOR'S"
investment of funds; investment management; financial asset management; wealth management; financial risk assessment; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial, financial and investment advisory; financial retirement planning; financial planning; financial and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction services; financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments; providing an interactive website and online computer database in the fields of investing of funds, finance, financial saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management; financial administration and management of employee benefit plans, defined benefit plans, defined contribution plans, employee pension plans, and college savings plans; online financial advisory services in the nature of automated financial and investment advisory, wealth management, and portfolio management and rebalancing; artificial intelligence-based financial advisory services; "DIGITAL ADVISOR"; providing temporary use of online, non-downloadable computer software for use in providing financial analysis and advice, for use in online trading of securities, for communication between financial services professionals and investors, and for providing automated financial advice and investment advice; providing temporary use of online, non-downloadable artificial intelligence software for use in customer relationship management and providing financial advisory services; all of the aforesaid in the fields of investing, investment management, finance, financial planning, retirement planning, financial risk management, and financial portfolio management
Investment of funds, investment management, financial asset management, wealth management, financial risk assessment, financial risk management, financial investment brokerage, financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes, actuarial, financial and investment advisory, financial retirement planning, financial planning, financial and investment consultation, investment transactions and processing in the nature of investment fund transfer and transaction services and financial and investment research, news, and information services in the nature of providing information and research in the field of finance and financial investments
investment of funds; investment management; financial asset management; wealth management; financial risk assessment; financial risk management; financial investment brokerage; financial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; actuarial, financial, and investment advisory; financial retirement planning; financial planning; financial and investment consultation; investment transactions and processing in the nature of investment fund transfer and transaction services; providing information, research, and news in the fields of finance and financial investments; providing an interactive website and online computer database in the fields of investing, finance, saving, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management
Educational services, namely, providing workshops, classes, seminars, and conferences in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; providing online publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; providing online non-downloadable webcasts, webinars, podcasts, ongoing television programs, blogs, and videos in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; Downloadable electronic publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; Accounting, payroll processing, tax consultation, and bookkeeping services; business consulting; business consulting in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; market research; market research in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; marketing consulting; marketing consulting in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; marketing services; marketing services in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; financial records management; database management; data processing services; business management services; Providing business information and news in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; Licensing of computer software; online social networking services; Software as a service (SAAS) services, namely, providing online, non-downloadable computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; installation, maintenance and updating of computer software; computer programming; software design and development; technical support services, namely, troubleshooting of computer software problems and troubleshooting of web and database software applications; computer software consulting; computer and internet security services, namely, restricting unauthorized access to computer networks and websites; computer security consultancy, and internet security consultancy; data security services, namely, data security consultancy; design and development of electronic data security systems; computer security threat analysis for protecting data; authentication, issuance and validation of digital certificates
Educational services, namely, providing workshops, classes, seminars, and conferences in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; providing online publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; providing online non-downloadable webcasts, webinars, podcasts, ongoing television programs, blogs, and videos in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; Downloadable electronic publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; Printed publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; Accounting, payroll processing, tax consultation, and bookkeeping services; business consulting; business consulting in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; market research; market research in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; marketing consulting; marketing consulting in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; marketing services; marketing services in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; financial records management; database management; data processing services; business management services; Providing business information and news in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; Licensing of computer software; online social networking services; Software as a service (SAAS) services, namely, providing online, non-downloadable computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; installation, maintenance and updating of computer software; computer programming; software design and development; technical support services, namely, troubleshooting of computer software problems and troubleshooting of web and database software applications; computer software consulting; computer and internet security services, namely, restricting unauthorized access to computer networks and websites; computer security consultancy, and internet security consultancy; data security services, namely, data security consultancy; design and development of electronic data security systems; computer security threat analysis for protecting data; authentication, issuance and validation of digital certificates
Educational services, namely, providing workshops, classes, seminars, and conferences in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; providing online publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; providing online non-downloadable webcasts, webinars, podcasts, ongoing television programs, blogs, and videos in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; Downloadable electronic publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; Printed publications, namely, reports, white papers, brochures, manuals, and written presentations in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; Accounting, payroll processing, tax consultation, and bookkeeping services; business consulting; business consulting in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; market research; market research in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; marketing consulting; marketing consulting in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; marketing services; marketing services in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; financial records management; database management; data processing services; business management services; Providing business information and news in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, financial portfolio management, retirement plans, pension plans, and employee compensation plans; Licensing of computer software; online social networking services; Software as a service (SAAS) services, namely, providing online, non-downloadable computer software for use in providing business and financial analysis in the fields of investing, investment management, finance, financial planning, retirement planning, risk management, and financial portfolio management; installation, maintenance and updating of computer software; computer programming; software design and development; technical support services, namely, troubleshooting of computer software problems and troubleshooting of web and database software applications; computer software consulting; computer and internet security services, namely, restricting unauthorized access to computer networks and websites; computer security consultancy, and internet security consultancy; data security services, namely, data security consultancy; design and development of electronic data security systems; computer security threat analysis for protecting data; authentication, issuance and validation of digital certificates
Financial services, specifically, mutual fund investment services, and financial planning and portfolio management services regarding retirement investments and plans
Educational services, namely, workshops, classes, seminars and conferences in the fields of investing, finance, savings, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation, and the distribution of course materials in connection therewith; providing online publications in the nature of newsletters, reports, resource and reference guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, and booklets in the fields of finance, savings, investing, investments, investment brokerage, and financial asset management; providing online seminars and workshops in the fields of investing, finance, savings, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and financial asset allocation; Financial services, namely, mutual fund investment services, investment management, asset management, investment advice and advisory services; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; providing an interactive website and online computer database in the fields of investing, finance, savings, financial planning, financial news, and financial information; providing an interactive website and online computer database of information providing analysis regarding investing, finance, and financial planning, financial portfolio management, and financial decision making; providing an interactive website and online computer database of information for users to perform investment research, monitor investment value and performance of investments, analyze investment performance, and evaluate financial asset allocation and risk tolerance; financial planning and investment advisory services; research in the fields of finance, savings, investing, investments, investment brokerage, and financial asset management; financial risk management services; estate planning and estate trust management services
Financial services, namely, investment management services, financial planning services, mutual fund investment services, securities brokerage services and financial information provided by electronic means
Educational services, namely, providing classes, seminars, and workshops in the fields of economic and financial literacy and distribution of course materials, curriculum information and study guides in connection therewith; providing information in the field of teaching economic and financial literacy; Electronic educational materials, namely, downloadable binders, books, brochures, flyers, newsletters, questionnaires, study guides, work books, lesson plans, and teaching, testing and assessment materials for use in curriculum development, instruction and implementation in the field of economic and financial literacy and education; Printed educational materials, namely, binders, books, brochures, flyers, newsletters, questionnaires, study guides, work books, lesson plans, and printed teaching, testing and assessment materials for use in curriculum development, instruction and implementation in the field of economic and financial literacy and education; Providing information in the fields of finance and money management for use by educators in teaching financial literacy; Public advocacy to promote the awareness and importance of economic and financial literacy and education in grades K-12; providing information in the field of economics for use by educators in teaching economic literacy; "CLASSROOM ECONOMY"
Class 036: Providing services in the investment and financial fields, namely, mutual fund investment services, exchange-traded funds investment services, investment and insurance brokerage, investment management, financial asset management, investment advice and advisory services, financial securities lending, financial consultation, investment consultation, actuarial consultation, financial and financial investment research, banking, administration of college savings plans, charitable fund raising, donor-advised investment of funds for charitable purposes, financial retirement planning, and annuity services, namely, account and investment administration; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; research in the fields of finance, financial saving, investing, investments, investment brokerage, and asset management; charitable fund raising services; automated securities trade execution services; investment management services rendered to non-profit organizations; financial services rendered primarily to states, municipalities and tax exempt organizations, namely, providing financial news and information and investment account information by means of the internet; life insurance brokerage and underwriting; annuity underwriting; annuity services, namely, account and investment administration; financial risk management services; estate planning; trust services, namely, investment and trust company services; Class 041: Webcasts in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; podcasts in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; educational services, namely, providing online seminars and workshops in the fields of investing, finance, saving, business, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation; providing educational information in the field of financial education to financial service providers by means of an internet web site; entertainment and educational services in the nature of providing periodic television programs concerning financial topics
Class 036: Financial services, namely, investment management services, financial planning services, mutual fund investment services, securities brokerage services and financial information provided by electronic means
Class 036: Financial services, namely, administration of employee benefit plans, defined benefit plans, employee pension plans, investment brokerage, and mutual fund investment services
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