36 Financial planning; Financial planning consultation; Financial planning, namely, providing personal and business financial plans with detailed recommendations; Financial administration of employee financial retirement plans and executive financial benefit plans; Financial management in the field of investment portfolios, 401(k) plans, group benefit plans; Financial planning, namely, the creation of personalized strategies to achieve financial independence; On-line financial planning services; Financial advice, namely, budget planning; 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 planning for people with special needs; Cash management; Providing information and research in the field of finance and financial investments; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment advisory services; Investment consultancy; Investment management; Investment brokerage; Investment of funds; Investment of funds for others; Advice relating to investments; Investment advice in the fields of securities and retirement; Investment consultation in the fields of securities and retirement; Investment management in the fields of securities and retirement; Investment of funds for others in the fields of securities and retirement; Capital investment services; Consultancy of capital investment; Fund investment consultation; Commodity investment advice; Investment by electronic means; Investment risk assessment services; Private equity fund investment services; Financial investment analysis and stock research; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment services, namely, asset acquisition, consultation, development and management services; Financial and investment management services in the fields of stocks, bonds, options, commodities, futures and other securities; Brokerage in the fields of stocks, bonds, options, commodities, futures and other securities; Financial investment in the field of securities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Annuity services, namely, account and investment administration; Investment management of and distribution of variable annuities; Mutual fund brokerage; Securities brokerage; Commodity brokerage; Brokerage of bonds; Life insurance brokerage; Stock brokerage services; Stocks and bonds brokerage; Financial investment brokerage; Brokerage services for capital investments; Brokerage of shares and other securities; Brokerage services for stocks and bonds; Brokerage of shares or stocks and other securities; Brokerage in the field of stocks, mutual funds, bonds, insurance, annuities; Securities brokerage services, including stock and bond brokerage; Broker-dealer financial services in the field of stocks, mutual funds, bonds, insurance, annuities; Insurance services, namely, underwriting life, disability and long term care; Insurance services, namely, underwriting, issuance and administration of life, disability and long term care insurance; Insurance underwriting consultation; Insurance services, namely, underwriting, issuing and administration of life insurance; Underwriting of life, variable life, disability, and long-term care insurance; Mutual fund investment; Mutual fund distribution; Mutual fund brokerage; Mutual fund planning services; Mutual fund advisory services; Mutual fund development services; Mutual funds and capital investment; Mutual fund financial administration and distribution; Advisory services relating to mutual funds; Providing information in the field of employee financial benefit plans; Providing information about healthcare insurance plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Advisory services in the field of employee benefits plans for group healthcare and business insurance offered to employees; Advisory services in the field of employee benefits plans for medical insurance, dental insurance, life insurance, short term disability insurance, long term disability insurance, cancer insurance, accidental death and dismemberment insurance; Financial services, namely, savings account services for youths; Estate planning; Estate trust planning; Financial planning in the nature of consulting on estate and trust distribution; Business, stock option and pension valuation; Administration of employee benefit plans concerning group health insurance, life insurance, disability insurance, dental insurance, vision insurance; Financial administration of retirement plans
Trademark: 97407373
