36 Insurance underwriting services for all types of insurance; Financial consultancy and insurance consultancy; Financial portfolio analysis services; Financial planning; Providing information in the field of financial planning; Advice relating to investments; Financial advice, namely, budget planning; Insurance brokerage; Financial planning consultation; Financial securities exchange services; Financial portfolio management; Management of portfolios comprising securities; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Management of securities portfolios; Financial planning, namely, the creation of personalized strategies to achieve financial independence; 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 trust planning; Providing insurance information; Insurance agencies; On-line financial planning services; Life insurance brokerage; Health insurance underwriting; Long-term care insurance underwriting; Consultancy services relating to insurance; Financial management in the field of Investments, securities, bonds, stocks; Financial advisory services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and research in the field of finance and financial investments; Financial planning for retirement; Financial planning and investment advisory services; Financial investment brokerage services; Financial administration of retirement plans; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance brokerage services; Insurance agency and brokerage; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Trademark: 98763168
