EXPERIENCE REMARKABLE

Class [036]
Insurance & Financial Services

Banking; Bank tendering, namely, tendering of money; Banking services; Checking account services; Commercial lending services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, insurance planning, asset protection, long-term care analysis, asset management, asset allocation, debt management, 401(k) plans, cash balance plans, defined benefit and profit-sharing plans, plan regulatory support and participant education, tax-aware financial solutions, pension maximization and optimization, IRA distribution efficiency, multi-generational planning, taxation minimization for distribution and growth, retirement income planning; Financial advice, namely, budget planning; Financial trust planning; Individual retirement account services; Mortgage financing services; Mortgage lending; Mortgage refinancing; Safety deposit box services; Savings account services; ATM banking services; Consumer lending services; Electronic transfer of money; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, wealth management services; Financial services, namely, funding online cash accounts from prepaid cash cards, bank accounts and credit card accounts; Financing of loans; Home equity loans; Installment loans; Internet banking services; Issuing credit cards; Merchant banking and investment banking services; Merchant banking services; Mobile banking services; Money transfer; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; On-line banking services; On-line banking services featuring electronic alerts that alert credit and debit card users when a single transaction exceeds a certain amount; Online banking; Online banking services accessible by means of downloadable mobile applications; Paperless electronic checking account services; Real estate lending services; Savings bank services