Financial analysis and consultation; Financial 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; Insurance information and consultancy; Investment services, namely, asset acquisition, consultation, development and management services

(Based on Use in Commerce) Providing a website featuring non-downloadable videos in the field of financial planning; Providing a website featuring non-downloadable videos in the field of investments, financial markets, and retirement planning; (Based on Intent to Use) Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of investments, financial markets, and retirement planning; Educational and entertainment services, namely, a continuing program about investments, financial markets, and retirement planning accessible by radio, television, satellite, audio, video and computer networks; On-line electronic newsletters delivered by e-mail in the field of investments, financial markets, and retirement planning; Providing a website featuring non-downloadable audio recordings in the field of investments, financial markets, and retirement planning