Arranging of mortgages; closing services for mortgage loans; commercial lending; consumer lending services; financial administration of mortgage business; financial services, namely, money lending; mortgage financing services; mortgage lending and mortgage brokerage services; mortgage lending services; real estate lending services; secured lending services

Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; creating, managing and administering investment funds; creating, managing and administering mutual funds; debt restructuring services; estate and trust management services; estate planning; exchange-traded fund management; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial structuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance underwriting; investment fund distribution and administration; investment trust management; life insurance brokerage; life insurance services; life insurance underwriting; loan financing services; loan services; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual funds; pension fund management; pooled fund management; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; securities investment services; securities lending; securities market research services, namely constructing model portfolios of securities; securities portfolio management; securities underwriting; segregated fund management; trading of securities index futures; wealth management

Electronic publications, namely reports, white papers and charts in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities.

Brochures; magazines; manuals; newsletters; pamphlets; printed research reports

Assessing insurance claims; Extended warranty services, namely, service contracts; Financial evaluation for insurance purposes; Insurance administration; Insurance services in the nature of loss control management for others; Insurance services, namely, underwriting property, general liability, business property, business liability, personal liability, professional liability, healthcare, cyber risk and network security, construction, professional services, commercial property and casualty, real estate, travel and contractors insurance; Insurance underwriting consultation; Insurance claims administration; Insurance claims processing; Insurance consultation; Insurance information; Issuance of property, general liability, business property, business liability, personal liability, professional liability, healthcare, cyber risk and network security, construction, professional services, commercial property and casualty, real estate, travel and contractors insurance; Providing extended warranties on consumer electronics, office equipment, medical equipment, lawn and garden equipment, sporting goods and automobiles; Providing extended warranties on homes and major home systems and appliances; Providing information regarding policy rates for all types of insurance and electronic processing of insurance claims and payment data over a web based computer network; Providing insurance premium rate quotes via on-line, telephone and mail means; Third-party extended warranty services, namely, vehicle service contracts on vehicles manufactured by others for mechanical breakdown and servicing; Financial guarantee and surety.

Financial investment analysis and stock research; financial investments in the field of mutual funds; financial investments in the field of securities; financial management; funds investment; investment agencies in the field of securities; investment banking; investment management; investment of funds for others; risk management services.

Maintaining and hosting of web sites for others in the field of financial investments; providing an online trading platform for investment funds brokerage; providing temporary use of online non-downloadable personal financial advisor software to provide investment management and financial advice; providing temporary use of online non-downloadable software to store, manage, track, analyze and report financial investment data

Administration of investment savings plans; advisory services relating to insurance and reinsurance; advisory services relating to investments and pensions; agricultural insurance agency services; agricultural insurance underwriting services; baggage insurance; brokerage of casualty insurance; brokerage of health, life and travel insurance; brokerage services for capital investments; buildings insurance services; business investment services; cancellation insurance services relating to holiday travels and accommodation; critical care insurance services; cryptocurrency investment services; debt investment services; dental insurance services; disability insurance services; endowment insurance services; equity capital investment; equity investment in companies; equity investment in international companies; establishing of investment funds for others to purchase equity sharing and equity financing agreements and instruments; establishing of investment funds for others to purchase life estate agreements; establishing of investment funds for others to purchase securities options; financial administration of capital investment; financial advisory services relating to insurance contracts; financial investment analysis and research; financial investment brokerage; financial investment services in the fields of certificates of deposit; financial investment services in the fields of mutual funds; financial investments in the field of exchange-traded funds; financial investments in the field of mutual funds; financial investments in the fields of private equity; financial investments in the fields of real estate; financial planning and investment advisory services; financial planning and investment portfolio management; health insurance services; insurance agencies; insurance brokerage; insurance brokerage services; insurance consultancy; insurance consultancy and advisory services; insurance for businesses; investment advisory and investment management services; investment of funds for others; life insurance brokerage; life insurance services; life insurance underwriting; life insurance underwriting services; medical insurance; medical insurance brokerage services; merchant banking and investment banking services; mortgage insurance services; mutual fund investment services; pension insurance services; private client investment management; providing information about life insurance; providing information in the field of financial investments; providing investment management services and customized investment portfolios to private clients; providing mortgage loan insurance; travel insurance services

Advice on finance during retirement; debt management consultation; financial analysis consultation services; financial consultancy, namely, preparing budgets and monitoring budgets

Encoded payment cards; encoded prepaid payment cards; mobile application software for use in accessing and managing financial investments and financial services; payment gateway software for linking e-commerce websites to credit card processing networks; software for providing authentication of parties to a financial transaction

Credit card reward program services; loyalty program services namely the operation of a credit card program involving discounts, incentives or points for the purchase of selected goods or services; promoting the sale of credit card accounts through the administration of incentive award programs; promoting the sale of goods and services by awarding purchase points for credit card use; promoting the sale of goods and services of others by awarding purchase points for credit card use

Financial management services; investment advisory services; investment management services; mutual fund dealer services; providing information in the field of financial investments; securities dealer services

Providing educational materials in the field of investment management services, investment advisory services, financial management services, mutual fund dealer services, and securities dealer services

Stored financial cards, reloadable debit and credit cards and payment cards; Prepaid financial cards

Distribution of prepaid debit cards, prepaid credit cards and vouchers and of stored financial cards, reloadable debit and credit cards and payment cards and processing and reporting services in connection therewith