Class 036
Insurance & Financial Services
Class 038
Communications Services
Booklets, newsletters, periodicals, printed reports, prospectuses, pamphlets, leaflets, manuals, printed tables, printed charts all in the field of financial information; information kits containing one or more booklets, newsletters, periodicals, printed reports, prospectuses, pamphlets, manuals, printed tables, printed charts all in the field of financial information.
Class 041
Education and Entertainment Services
Financial services, namely, the services of investment on behalf of others, financial account services; the establishment, management, administration, and distribution of mutual funds, retirement savings plans, annuities, investment certificates; financial planning services, namely, providing advice concerning financial planning, investment analysis, and the implementation and management of financial plans; training and education services pertaining to financial planning; insurance services; lending services; financial services, namely financial analysis and consultation, financial management, financial planning, financial portfolio management; investment services, namely, mutual fund distribution, mutual fund brokerage, mutual fund investment and mutual fund advice; life insurance services; the provision of access to clients by phone or the internet to information about their accounts and the ability to conduct financial transactions.