Mobile application software for use in accessing and managing financial investments

Financial and investment services, namely financial investments in the field of securities, financial management, financial management via the internet, financial planning and investment advisory services; Technology licensing, namely licensing of intellectual property and licensing mobile application software for use in accessing and managing financial investments

Financial planning; financial analysis; financial analysis consultation services; financial planning consultation services; financial management consultation services; financial management; insurance consultancy; insurance brokerage; financial planning for retirement; estate planning; consultancy and information concerning medical and dental benefit plans; medical billing; administrative accounting; medical and dental claims processing; business administration and management; business management consultancy.

Financial analysis and consultation; financial investment counselling; financial planning and investment advisory services; financial planning for retirement

Educational services in the field of financial planning

Financial services, namely, financial planning, financial portfolio analysis and management, financial research and information

Wealth management services; Investment management services; Tax and estate planning services; Financial planning services; Life insurance sales and advisory services; Consulting services in the fields of wealth management, investment management, tax and estate planning, financial planning and life insurance

Providing an online automated aggregation service to aggregate and summarize financial, investment and personal records and information; financial analyses; financial analysis and research services; financial asset management; provision of financial information.

Printed and electronic publications, namely, brochures, advertisements, newspapers, magazines, periodicals, newsletters, pamphlets, flyers, business documents namely, printed and electronic publications, namely, business reports, marketing reports, brochures and sales support documents; stationery, namely, letterhead, envelopes, folders, invitations, labels, note pads, business cards; business organizers, namely, electronic and stationery business and personal organizers; calendars, paper, pens, pencils and postcards; shirts, sweaters, jackets; caps, hats, toques; golf balls; mugs; water bottles; briefcases, messenger bags; key chains; bag tags; blankets; buttons; tote bags; clocks; fridge magnets

Banking services; providing advice in the field of investments; automated teller machine services; brokerage of shares; financial valuations of businesses, financial valuations of stock options, and pension valuation services; cash and foreign exchange transactions; cash management; certificate of deposit services; checking account services; commercial lending services, namely, mortgage banking, mortgage brokerage, mortgage services, financing of loans, savings and loan services, financially guaranteed financing; consumer lending services, namely, consumer mortgage services, savings and loan services for consumers; credit and cash card services; debit card services; electronic funds transfer and deposit; electronic payment, namely, electronic processing and transmission of checks, bills and bill payment data; estate planning; estate trust management; facilitating and arranging for the financing of agricultural products; financial analysis; financial consultation; financial forecasting; financial information processing; financial loan consultation; financial management; financial planning; financial portfolio management; financial portfolio offerings consisting of separate accounts and mutual funds for equity and fixed income investments; home equity loans; individual retirement account services; investment banking services; financial investment consulting services and financial advisory services, namely, debt advisory services, mutual fund advisory services, financial analysis services, financial management services and financial planning services; investment funds; investment management; investment services, namely consulting in the field of asset acquisition and financing the acquisition of assets, consultation services in the field of investment, financial asset development and management services; issuance of bank checks; issuing credit cards; issuing of checks and letters of credit; lease securitization services, namely, brokerage of shares and other securities, financial investments in the field of securities and financial securities brokerage services; lease-purchase financing; lease-purchase loans; maintaining escrow accounts for investments; management of portfolios comprising securities; money market account services; mortgage lending and brokerage; mutual fund brokerage; mutual fund investment; mutual fund management; on-line banking services; providing loans secured by commercial paper; providing stock and securities market information; safe deposit box services; savings account services; savings and loans services for youths; securities services, namely, financial investment in the field of securities, securities trading communications services, namely, providing information in the field of securities trading, quotations, pricing and advice in the field of securities trading and information services; travelers' check issuance; treasury management services; trust services, namely, trust management services, namely, financial, investment and estate trust operations, financial trust operations, financial planning and investment advisory services and fund investment services and trust company services; insurance services; telecommunications services, namely, providing information on financial transactions and financial, commercial and electronic transaction and data processing services on the Internet and financial data transmission services; electronic commerce services, namely the issuance and management of digital certificates and the design of secured transaction services and the provision of validation services, namely the reselling and marketing of computer security software; holding company services, namely acquisition, possession, development and administration of assets; providing working capital, namely, providing loans for working capital; providing information in the fields of banking, investment of funds, consumer and commercial lending, securities trading and financial planning; and other financial services, namely long-term and short-term investments, financial consulting and financial management; charitable and philanthropic services, namely providing general financial planning advice and consultation, donations, sponsorships, volunteer assistance and fundraising support to local, regional and national charitable and non-charitable organizations; providing information in all of the foregoing fields via a global computer network; and related services

Financial services, namely, financial portfolio management, investment advisory services, investment funds, and investment and asset management services

Printed publications, namely books, newsletters and bulletins

Financial and investment services, namely financial planning and sale of investment products in the nature of securities, mutual funds and life insurance; financial and investment consulting services, namely providing advice in the fields of retirement planning, personal estate planning and financial risk management; writing and editing of articles and texts in the field of financial planning; educational services, namely teaching, conducting workshops and public speaking in the field of financial planning;