IC 036. US 100 101 102. G & S: Financial services, namely, wealth management services; financial services, namely, a total portfolio offering for high net worth clients consisting of separate accounts, funds for equity and fixed income investments, trust and estate planning, tax planning, asset protection and planning; financial services, namely, coordination, for individual clients, investment and asset portfolio maintenance, trading, rebalancing, and tax management needs; financial analysis; online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial trust planning; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial transaction services, namely, providing secure commercial transactions and payment options;financial risk management; financial affairs and monetary affairs, namely, financial information, management and analysis services; providing a web site featuring personal financial information and financial advice
IC 041. US 100 101 107. G & S: Education services, namely, providing instruction and information in the field of finances, asset protection, trusts and estates, investment, taxes, and legal issues for individuals
IC 042. US 100 101. G & S: Platform as a service (PAAS) featuring computer software platforms for coordination, for individual clients, investment and asset portfolio maintenance, trading, rebalancing, legal, and tax management needs including use of artificial intelligence; software as a service (SAAS) services, namely, hosting software for use by others for coordination, for individual clients, investment and asset portfolio maintenance, trading, rebalancing, legal, and tax management needs including use of artificial intelligence; advanced product research in the field of artificial intelligence; providing a website featuring on-line, non-downloadable software that enables users to access education in the field of finances, asset protection, trusts and estates, investment, taxes, and legal issues for individuals
IC 045. US 100 101. G & S: legal advisory services; legal consultancy; legal document preparation services; Providing information regarding legal affairs; legal consultation in the field of taxation; legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of personal finances and taxation
International Codes: | 35 |
U.S. Codes: | 100,101,102 |
International Codes: | 36 |
U.S. Codes: | 100,101,102 |
International Codes: | 41 |
U.S. Codes: | 100,101,107 |
International Codes: | 42 |
U.S. Codes: | 100,101 |
International Codes: | 45 |
U.S. Codes: | 100,101 |
Type Code | Type |
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GS0361 | Financial services, namely, wealth management services; financial services, namely, a total portfolio offering for high net worth clients consisting of separate accounts, funds for equity and fixed income investments, trust and estate planning, tax planning, asset protection and planning; financial services, namely, coordination, for individual clients, investment and asset portfolio maintenance, trading, rebalancing, and tax management needs; financial analysis; online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial trust planning; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; financial transaction services, namely, providing secure commercial transactions and payment options;financial risk management; financial affairs and monetary affairs, namely, financial information, management and analysis services; providing a web site featuring personal financial information and financial advice |
GS0411 | Education services, namely, providing instruction in the field of finances, asset protection, trusts and estates, investment, taxes, and legal issues for individuals |