36 Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, writing and brokerage of property, life and casualty insurance; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; providing home equity lines of credit (HELOC); processing of signature debit electronic transactions; charge card and credit card payment processing services; electronic debit card transaction processing; online banking; providing personal loans and lines of credit; providing venture capital, development capital, private equity and investment funding; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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; providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; banking services featuring the provision of certificates of deposit; financing of loans; securities brokerage services; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; money wiring services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial services, namely, business fundraising for others; providing information in the field of personal finance; financial investment analysis and stock research; 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; securities underwriting; financial services, namely, mortgage refinancing; merchant banking services; currency exchange services; charitable fundraising services by means of motorcycling, bicycling, running and walking events; banking and financing services; financing relating to automobiles, aircrafts, and yachts; charitable fundraising services by means of an entertainment event; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others; 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; bill payment services provided through a website; trustee services; on-line charitable fundraising; financing and loan services; stock exchange information services; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; mortgage refinancing; mutual fund analysis services; financing loans for small businesses, car dealerships, medical practices; financial management of employee pension plans; financial trust planning; real estate escrow services; private equity consultant services; charitable fundraising; estate planning; providing on-line news in the field of finance; mutual fund planning services; cryptocurrency exchange services; providing financial information via a web site; cryptocurrency payment processing; cryptocurrency exchange services featuring blockchain technology
Trademark: 97393165
