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Class 036: Providing planning, information and advice in the fields of finance, financial investments, financial valuations, and financial management; providing management in the fields of finance, financial investments and financial valuations; financial retirement planning, namely, financial advice about investment structure, asset allocation, asset diversification, income management, budgeting, cash flow analysis, non-market financial risk management, estate planning, insurance premium rate computing analysis, and financial evaluation analysis for insurance purposes
Class 036: Providing a website featuring information in the field of finance; Class 041: providing a podcast featuring information in the field of finance
Class 035: bookkeeping services; Class 036: Financial services, namely, financial management, accounting, financial advisory and consulting services, and providing advice and consultation regarding the management of finances through the use of cloud technology
Class 041: Education services, namely, mentoring in the field of finance; Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of finance and distribution of educational materials in connection therewith; Educational and entertainment services, namely, providing motivational speaking services in the field of finance
Financial consulting; Information, advisory, consultancy and research services relating to finance and investments; Investment consultation; Providing information in the field of finance; Providing information in the field of personal finance; "FINANCIAL"
Class 036: Advisory services relating to credit and debit control, investment, grants and financing of loans; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial risk management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, credit agencies featuring credit processing, namely, credit checking, credit analyzing, and financial reporting services; Financial services, namely, credit repair and restoration; Financial services, namely, debt settlement; Financial services, namely, gold trading; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, money lending; Financial services, namely, mortgage refinancing; Financial services, namely, real estate note brokerage; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust administration; Financial administration of employee pension plans; Financial administration of investment portfolios; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial calculation services for others, namely, royalty calculation; Financial consultancy services; Financial consultancy services in the area of healthcare; Financial consulting services, namely, expert analysis in finance; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial due diligence services in the field of real estate; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial management of employee pension plans; Financial portfolio analysis services; Financial research and equity research brokerage services; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial services, namely, mortgage planning; Financial trust planning; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Investment advisory services; Investment banking services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment management services in the field of acquiring joint ventures; Investment risk assessment services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of a capital investment fund; Management of securities portfolios; Mutual fund investment; Mutual funds and capital investment; Trust management accounts; Trust services, namely, investment and trust company services; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment services; Charitable fundraising services for promoting research, education and other activities relating to wealth management and financial independence; Estate trust management; Estate trust planning; Financial asset management; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial investment brokerage services; Financial management in the field of investment portfolios; Financial portfolio management; Financial services in the nature of an investment security; 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, a total portfolio offering for high net worth clients consisting of ; Class 041: Education services, namely, mentoring in the field of wealth management and financial independence; Education services, namely, one-on-one mentoring in the fields of wealth management and financial independence; Education services, namely, one-on-one mentoring in the field of wealth management and financial independence; Education services, namely, providing career re-training lessons, tutorials and seminars in the fields of wealth management and financial independence; Education services, namely, providing live and on-line lessons, tutorials and seminars in the field of wealth management and financial independence; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of wealth management and financial independence; Education services, namely, providing non-downloadable webinars in the field of wealth management and financial independence; Education services, namely, providing on-line lessons, tutorials and seminars in the field of wealth management and financial independence; Education services, namely, providing panel discussions in the field of wealth management and financial independence; Education services, namely, providing tutorial sessions in the field of wealth management and financial independence; Education services, namely, providing tutorial sessions in the fields of wealth management and financial independence; Education services, namely, providing lessons, tutorials and seminars in the field of wealth management and financial independence; Educational services in the nature of wealth management schools; Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the field of wealth management and financial independence; Educational services, namely, conducting informal on-line programs in the fields of wealth management and financial independence; Educational services, namely, conducting on line and telephonic instruction and courses in the field wealth management and financial independence; Educational services, namely, conducting on-line exhibitions and displays and interactive exhibits in the field of wealth management and financial independence; Educational services, namely, conducting programs in the field of wealth management and financial independence; Educational services, namely, conducting lessons, tutorials and seminars in the field of wealth management and financial independence; Educational services, namely, conducting experiential learning programs in the field of wealth management and financial independence; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of wealth management and financial independence; Educational services, namely, providing a continuing prerecorded audio program in the field of wealth management and financial independence accessible over the internet; Educational services, namely, providing displays and exhibits in the field of wealth management and financial independence; Educational services, namely, providing internships and apprenticeships in the field of wealth management and financial independence; Educational and entertainment services, namely, providing motivational speaking services in the field of wealth management and financial independence; Educational and entertainment services, namely, providing motivational and educational speakers; Educational and entertainment services, namely, providing speaking tours in the nature of live presentations by educational and motivational speakers; Training services in the field of wealth management and financial independence; Advisory services in the field of wealth management and financial independence training; Consulting services in the field of wealth management and financial independence training; Continuing education services, namely, providing live and on-line continuing professional education seminars in the field of wealth management and financial independence; Entertainment services, namely, arranging and conducting of competitions in the field of wealth management and financial independence; Entertainment and educational services, namely, the presentation of seminars, lectures, workshops and panel discussions, and ongoing television and radio talk shows all in the field of public interest concerning wealth management and financial independence; Event management services being organizing and conducting educational events in the field of wealth management and financial independence; Interactive on-line training services in the field of wealth management and financial independence; Providing educational mentoring services and programs in the field of wealth management and financial independence; Providing a web site featuring non-downloadable instructional videos in the field of finance; Providing a website featuring non-downloadable videos in the field of financial planning; Providing a we
Financial planning, namely, the creation of personalized strategies to achieve financial independence | Broadcasting of video and audio programming over the Internet | Religious and spiritual services, namely, providing gatherings and retreats to develop and enhance the spiritual lives of individuals
providing information concerning current year estimates for all financial products including traditional bank investment and insurance products, at five year projections of usage rates and dollar volume for a wide variety of financial products and services by means of an on-line computer database; "FINANCIAL"
Electronic processing of insurance claims and payment data; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries; Administration, billing and reconciliation of accounts on behalf of others; Business consulting services in the field of healthcare and insurance for the purpose of revenue management and payment management; Business data analysis services in the field of healthcare and insurance; "FINANCIAL"; Platform as a service (PAAS) featuring computer software platforms for the purpose of revenue management in the field of healthcare and insurance; Platform as a service (PAAS) featuring computer software platforms for the purpose of automating premium bills and payments and for processing payments; Platform as a service (PAAS) featuring computer software platforms for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management, and payment management for health care providers; Platform as a service (PAAS) featuring computer software platforms for performing reconciliation, managing delinquencies and producing reports; Platform as a service (PAAS) featuring computer software platforms for purpose of invoice generation, payment and reconciliation for multiple products in a health plan driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for automating premium bills and payments and for processing payments; Software as a service (SAAS) services featuring software for the purpose of revenue management and payment management in the field of healthcare insurance; Software as a service (SAAS) services featuring software for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management and payment management for health care providers; Software as a service (SAAS) services featuring software for the purpose of invoice generation, payments and reconciliation for multiple products in a health plan, driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for performing reconciliation, managing delinquencies and producing reports
Analyzing and compiling data for measuring the performance of financial markets | 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"; Software as a service (SAAS) services featuring software for providing financial due diligence information on bank counterparties involved in payment and loan transactions, financial asset verification, financial credit risk information, financial credit ratings, employment verification, and cash flow verification
Class 041: Educational services, namely, conducting classes, seminars, workshops, and online presentations in the field of college affordability and paying for college, college scholarships and financial aid application process; College and career counseling services, namely, assisting students in finding colleges and universities, certificate programs, bootcamps or other educational opportunities and completing the application process; Admission consulting services, namely, consulting in the selection of universities and colleges and other educational programs
Credit and financial consultation; Debt management consultation; Financial consulting; Consulting in the field of sales methods, sales management, and sales improvement; Tax consultation; Tax and taxation planning, advice, information and consultancy services; Business consulting services relating to the integration of the areas of business process technology, organizational learning, change management, and operational sustainability; Professional business consulting; "FINANCIAL"
printed publications, namely, newsletters in the financial field; providing information in the financial field rendered through a global communications network; "FINANCIAL"
[ newsletters in the field of financial and investment information ]; [ radio broadcasting services ]; financial and investment consulting services; "FINANCIAL"
Educational services, namely, conducting conferences, classes, seminars, and workshops in the field of financial stewardship and prosperity; Digital materials, namely, CDs, DVDs, downloadable audio and video files featuring information in the field of financial stewardship and prosperity; downloadable podcasts in the field of financial stewardship and prosperity; Books, articles, handouts, magazines, workbooks and worksheets in the field of financial stewardship and prosperity; On-line retail store services featuring written and electronic books, workbooks, handouts, CDs, DVDs, audio and video recordings; Ministerial services; on-line ministerial services; spiritual counseling; "FINANCIAL"
Class 009: [ COMPUTERS; ] COMPUTER PROGRAMS FOR USE IN BUSINESS AND FINANCE; [ CALCULATORS; PRERECORDED MAGNETIC VIDEO TAPES AND VIDEO DISCS RELATING TO BUSINESS AND FINANCE; AND ] PRERECORDED CINEMATOGRAPHIC FILMS RELATING TO BUSINESS AND FINANCE PREPARED FOR EXHIBITION
Education services, namely, planning, arranging and conducting educational conferences; planning, arranging and conducting educational events, exhibitions, conferences, meetings, seminars and workshops in the fields of business, business services, finance, financial services, economics, politics and current affairs; preparation and production of educational materials featuring audio and visual presentations for educational events, exhibitions, conferences, meetings, seminars and workshops; training services, namely, planning, arranging and conducting educational training events in the nature of conferences; training services, namely, planning, arranging and conducting educational training events in the nature of conferences, meetings, seminars and workshops in the fields of business, business services, finance, financial services, economics, politics and current affairs; provision of training in the fields of business, business services, finance, financial services, economics, politics and current affairs; information, advisory and consultancy services in connection with the aforesaid services; "FINANCIAL"
Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial investment brokerage services; Financial management; Financial planning consultation; Financial planning; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; 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, investment fund transfer and transaction services; Providing financial information; 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; Strategic financial advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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
Providing temporary use of on-line non-downloadable software in the fields of accounting and billing; providing temporary use of on-line non-downloadable software to store, manage, track, analyze, and report data in the fields of accounting, accounting management and business management; providing temporary use of on-line non-downloadable software for the electronic interface between third party software applications that enables the exchange of data; providing temporary use of on-line non-downloadable software that allows customers to securely access their accounts to obtain proprietary accounting and business intelligence data; providing temporary use of on-line non-downloadable software to facilitate communicating among peer professionals in the fields of accounting management and business management, and for customizing computer application user interfaces; computer services, namely, designing, developing, and maintaining computer software applications for others and consulting services related thereto
Software licensing; Granting of software licences; Licensing of software; Granting of software licenses; Computer software licensing; Licensing of software in the framework of software publishing; Licensing of computer software; FINANCIAL
Class 036: (Based on Use) Mortgage brokerage services; Reverse mortgage brokerage services; Mortgage financing services; Financial services, namely, mortgage refinancing; Mortgage lending; Loan origination services; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities (Based on Intent to Use) Financial planning and investment advisory services; Financial advisory services; Financial research and information services; Financial advisory and consultancy services, namely, providing advisory services in the field of mortgages and loans; Financial services, namely, loan default mitigation services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Financial services, namely, mortgage planning
Financial services including wealth management, namely, assisting clients with managing their financial affairs and assets; financial planning; financial wealth planning; investment advice; comprehensive life financial management services in the fields of investment management, cash management, debt management, insurance risk management, estate planning, and tax planning; financial management and distribution of pooled investment funds and segregated securities; financial services in the fields of investment, namely, securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, financial risk assessment services in the nature of assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; financial support services, namely, assisting clients with personal administrative matters such as bill payment and leasing of real property; Investment fund services, namely, retirement investment counseling, retirement investment portfolio financial management, dealing in, administration and distribution of principal-protected investment funds for retirement; investment portfolio financial management; investment counseling; "FINANCIAL"
Class 041: Educational services, namely, providing [in-person courses on personal finance, in-person seminars on personal finance, in-person workshops on personal finance,] online courses on personal finance, online seminars on personal finance, online workshops on personal finance, and distribution of written and online educational materials in connection therewith
Class 041: Providing on-line courses of instruction in the field of financial literacy via a website; Providing education courses in the field of financial literacy offered through online, non-downloadable videos and instructor assistance
Class 041: Education services, namely, providing classes and instruction in the field of personal finance management; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of personal finance management; Educational services, namely, conducting on line and telephonic instruction and courses in the field personal finance management; Educational services, namely, conducting training and training in the nature of capacity-building to corporations, all in the field of personal finance management and distribution of educational materials in connection therewith; Educational services, namely, conducting training in the fields of financial management for corporate employee wellness programs and distribution of training materials in connection therewith
Downloadable publications, namely, articles and reports in the field of ratings generated using financial and data models to assess companies' financial health; downloadable publications, namely, articles and reports containing information concerning finance, financial information, financial markets research, investing, company and stock research and ratings, stock prices, credit ratings, equity research, funds, financial indices, risk solutions, and investment data; [ Printed publications, namely, reports in the field of ratings generated using financial and data models to assess companies' financial health ]; Financial analysis and research services, namely, generating ratings using financial and data models to assess companies' financial health; financial services in the field of credit risk assessment; providing research and information in the field of financial analysis, consulting and risk management; web based services for financial analysis and credit risk management; provide investment advice on securities markets such as stocks, mutual funds and futures contracts; financial services, namely, providing pricing, valuation, and analytical services with respect to structured finance transactions; investment advisory services; issuance of ratings denoting the relative investment quality of corporate and municipal bonds; financial risk management consultation; credit rating services; investment services, namely, financial investment and investment consultation in the fields of funds, mutual funds, real estate, commodity, capital, securities, bonds, annuities; financial consulting in the nature of providing merger and acquisition support services in the field of finance; financial research; rating of securities, mutual funds, investments, institutions and governments; providing on-line computer databases featuring financial and investment information; financial and investment advisory and information services; providing financial and investment services, namely, financial information based on different asset class indices; financial services in the nature of assessing the risk profile of a specific security on a peer group comparison basis and providing qualitative research opinions that interpret the risk profile of a specific security on a peer group comparison basis; financial services in the nature of providing analysis of the credit quality of an entity, deriving ratings estimates, and evaluating the likelihood of default; Business consultation; conducting business conferences in the fields of finance, financial markets research, investing, company and stock research and ratings, stock prices, credit ratings, equity research, funds, financial indices, risk solutions, and investment data; providing financial indices in the nature of quantitative measurements for analyzing markets; providing financial indices based on selected groups of securities; calculating and providing financial indices based on selected groups of securities; "FINANCIAL"
