36 (Based on Use in Commerce) Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage in the field of insurance, investments, savings, annuities; Capital investment consulting; Capital investment services; Consultancy of capital investment; Consulting and information concerning insurance; Corporate finance services, namely, consultation in the field of capital structure; Equity capital investment; Estate planning; Estate trust planning; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy and insurance consultancy; Financial consulting; Financial due diligence; Financial evaluation for insurance purposes; Financial investment analysis and stock research; Financial services in the nature of an investment security; 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, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial trust planning; Hedge fund investment services; Individual retirement account services; Insurance administration; Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage services; Insurance carrier services; Insurance consultation; Insurance information and consultancy; Insurance underwriting consultation; Life insurance brokerage; Life insurance underwriting; Philanthropy consultation relating to charitable fundraising; Providing working capital; Providing working capital financing to small businesses and small business owners; Venture capital funding services to emerging and start-up companies(Based on Intent to Use) Accounts payable debiting services; Accounts receivables financing; Administration of employee benefit plans concerning insurance and finance; Administration of health savings accounts; Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Appraisal and evaluation of real estate; Assessment and management of real estate; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Business, stock option and pension valuation services; Charitable foundation services, namely, providing financial assistance for programs and services of others; Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others; Charitable fundraising; Charitable fundraising by means of directing a portion of a customer's fees to a charity of the customer's choice; College consulting services, namely, assisting students in applying for scholarships and financial aid; Commodity investment advice; Conducting financial feasibility studies; Credit and financial consultation; Design and development of insurance policies for others; Estate trust management; Evaluation of real property; Financial administration of a scholarship program that promotes education through the granting of scholarships, the recipients being selected in local, state and national contests based on such facts as scholastics, talent, poise and fitness; Financial administration of retirement plans; Financial administration of scholarship programs; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; 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 consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting in the field of real estate note brokerage; Financial investment brokerage services; Financial planning and investment advisory 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 check or negotiable order of withdrawal over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Financial services, namely, gold trading; 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, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, raising debt and equity capital for others; Financial trust administration; Financial valuation of personal property and real estate; Financial valuations; Financing of real estate development projects; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Insurance actuarial services; Insurance administration services, namely, assisting others with adjusting insurance claims; Insurance administration services, namely, assisting others with collecting insurance premiums; Insurance claims processing; Insurance premium rate computing; Insurance services, namely, underwriting life, auto, homeowners, malpractice, general liability, health insurance; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, viatical settlement services, life settlement services for insurance policyholders, and senior settlement services for insurance policyholders; Insurance underwriting services for all types of insurance; International collections finance, open account finance and supply chain finance, namely, the settling of international and commercial transactions through obtaining the proceeds of a sale in cash or in exchange for formal debt instructions; Investment advisory services; Investment banking services in the field of Employee Stock Ownership Plans (ESOP); Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Leasing of real estate; Leasing of real property; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Management of a capital investment fund; Membership club services, namely, providing information to members in the fields of real estate, mortgages and debt elimination; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; On-line real-time currency trading; Online, real-time tax payment processing, tax payment management, and tax payment analysis services; Private equity fund investment services; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing a database of information about residential real estate listings in different neighborhoods and communities; Providing a web site that assists financial professionals in the management of retirement accounts; 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 information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of real estate by means of linking the web site to other web sites featuring real estate information; Providing information in the field of real estate via the Internet; Providing real estate listings via the Internet; Providing venture capital, development capital, private equity and investment funding; Real estate acquisition services; Real estate agencies; Real estate appraisal and valuation; Real estate brokerage; Real estate consultancy; Real estate consultation; Real estate equity sharing, namely, managing and arranging for co-ownership of real estate; Real estate financing services; Real estate funds investment services; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate lending services; Real estate management consultation; Real estate management of vacation homes; Real estate management services; Real estate procurement for others; Real estate services in the form of providing physical access to available properties via a remote call-in locking device; Real estate services to stop foreclosure, namely, mortgage debt management; Real estate services, namely, condominium management services; Real estate services, namely, property management services for condominium associations, homeowner associations and apartment buildings; Real estate services, namely, providing online questions to help users determine the best neighborhoods and communities suited to their individual needs and preferences; Real estate services, namely, rental of vacation homes, condominiums, cabins, and villas using pay per click advertising on a global computer network; Real estate services, namely, rental, brokerage, leasing and management of commercial property, offices and office space; Real estate syndication; Real estate time-sharing; Real estate title insurance underwriting services; Real estate trustee services; Real estate valuation services; Tax payment processing services; Trust management accounts; Trust services, namely, investment and trust company services; Venture capital advisory services; Venture capital financing; Venture capital fund management