PORTFOLIO PAYCHECKS

Owner

Goods & Services

Financial services, namely, providing information to others in the fields of financial investments, stocks and bonds, real estate, insurance and financial planning; Financial services, namely, wealth management; financial analysis; cash management; Portfolio construction, being financial portfolio management; providing financial advice; insurance brokerage services; Investment management services; Financial planning for retirement; Individual retirement account services; mortgage lending services; mortgage brokerage services; insurance administration services, namely, assisting others with adjusting insurance claims, assisting others with collecting insurance premiums; and lease purchase financing services; investment selection advisory, namely, investment advice in the field of real estate investment trusts (REIT); brokerage services in the field of securities and various packaged financial products, namely, mutual funds, exchange-traded funds, closed-end funds, unit investment trusts, real estate investment trusts, general equities, variable insurance products and annuity products

Computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing, and transmitting data and information and providing customized advice in the fields of financial risk management, financial management, investment management, personalized financial planning and retirement planning; downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of investing, investment funds, exchange traded funds, investment advisory services, finance, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds