financial services, namely, financial planning, wealth management, estate planning, insurance planning, providing financial advice and consultation; tax planning; all of the foregoing provided via various means, including via the Internet and social media

'advic':14 'consult':16 'estat':8 'financi':1,4,13 'forego':22 'includ':27 'insur':10 'internet':30 'manag':7 'mean':26 'media':33 'name':3 'plan':5,9,11,18 'provid':12,23 'servic':2 'social':32 'tax':17 'various':25 'via':24,28 'wealth':6

downloadable mobile applications and devices for portfolio management, risk assessment and client psychology in the fields of business and finance; pre-recorded video tapes and discs featuring advice, discussion and education on business and finance; pre-recorded audio tapes and discs featuring advice, discussion and education on business and finance; computer software for portfolio management, risk assessment and client psychology in the fields of business and finance

'advic':29,45 'applic':3 'assess':10,59 'audio':40 'busi':18,34,50,67 'client':12,61 'comput':53 'devic':5 'disc':27,43 'discuss':30,46 'download':1 'educ':32,48 'featur':28,44 'field':16,65 'financ':20,36,52,69 'manag':8,57 'mobil':2 'portfolio':7,56 'pre':22,38 'pre-record':21,37 'psycholog':13,62 'record':23,39 'risk':9,58 'softwar':54 'tape':25,41 'video':24

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