36 Credit and financial consultation; Financial advice; 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 advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and research services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and evaluations; Financial information and advisory services; Financial information provided by electronic means; Financial investment analysis and stock research; Financial loan consultation; Financial management; Financial planning; Financial planning and investment advisory services; 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 portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial trust planning; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial information; Providing financial information via a web site; Providing information in the field of financial stock and equity markets; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Provision of financial information; Strategic financial advisory services
Trademark: 87198427
