173 resultsfor "FINANCIAL LOCK"

Class 042: Electronic monitoring of personally identifying information to detect identity theft via the internet

Class 036: Trading of securities index futures; Providing financial services information and financial information updates in the fields of digital currency exchange, digital currency exchange transactions, non-banking financial services in the nature of block chain-based payment verification services and physical locations of financial service providers, as well as providing financial information about mobile banking services via mobile payment applications and interactive touch screen kiosks

Software as a service (SaaS) featuring software for digital electronic banking for use by financial institutions

Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage brokerage; Mortgage lending; "FINANCIAL"

Education services, namely, providing classes, seminars, speaking engagements and workshops in the field of personal finance, financial literacy, personal economics, financial wellness and well-being, financial empowerment, economic empowerment, employee benefits, financial and money coaching; Printed materials, namely, books, articles, training program handout materials, worksheets, in the field of financial literacy and personal finance; FINANCIAL

financial newsletter and financial advice column directed to individual and corporate investors; "FINANCIAL"

Electronic processing of insurance claims and payment data; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries; Administration, billing and reconciliation of accounts on behalf of others; Business consulting services in the field of healthcare and insurance for the purpose of revenue management and payment management; Business data analysis services in the field of healthcare and insurance; "FINANCIAL"; Platform as a service (PAAS) featuring computer software platforms for the purpose of revenue management in the field of healthcare and insurance; Platform as a service (PAAS) featuring computer software platforms for the purpose of automating premium bills and payments and for processing payments; Platform as a service (PAAS) featuring computer software platforms for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management, and payment management for health care providers; Platform as a service (PAAS) featuring computer software platforms for performing reconciliation, managing delinquencies and producing reports; Platform as a service (PAAS) featuring computer software platforms for purpose of invoice generation, payment and reconciliation for multiple products in a health plan driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for automating premium bills and payments and for processing payments; Software as a service (SAAS) services featuring software for the purpose of revenue management and payment management in the field of healthcare insurance; Software as a service (SAAS) services featuring software for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management and payment management for health care providers; Software as a service (SAAS) services featuring software for the purpose of invoice generation, payments and reconciliation for multiple products in a health plan, driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for performing reconciliation, managing delinquencies and producing reports

Analyzing and compiling data for measuring the performance of financial markets | Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities

"FINANCIAL"; Software as a service (SAAS) services featuring software for providing financial due diligence information on bank counterparties involved in payment and loan transactions, financial asset verification, financial credit risk information, financial credit ratings, employment verification, and cash flow verification

Financial Planning and Financial Analysis and Consultation Services; "FINANCIAL"

Class 041: Educational services, namely, conducting classes, seminars, workshops, and online presentations in the field of college affordability and paying for college, college scholarships and financial aid application process; College and career counseling services, namely, assisting students in finding colleges and universities, certificate programs, bootcamps or other educational opportunities and completing the application process; Admission consulting services, namely, consulting in the selection of universities and colleges and other educational programs

Credit and financial consultation; Debt management consultation; Financial consulting; Consulting in the field of sales methods, sales management, and sales improvement; Tax consultation; Tax and taxation planning, advice, information and consultancy services; Business consulting services relating to the integration of the areas of business process technology, organizational learning, change management, and operational sustainability; Professional business consulting; "FINANCIAL"

printed publications, namely, newsletters in the financial field; providing information in the financial field rendered through a global communications network; "FINANCIAL"

Class 041: Educational and entertainment services, namely, providing motivational and educational speakers

Class 036: Estate planning; Financial advisory and consultancy services; Financial management; Financial planning; Financial services, namely, wealth management services; Insurance consultation; Investment advisory services; Investment management

Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial investment brokerage services; Financial management; Financial planning consultation; Financial planning; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Strategic financial advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments

Class 041: Money coaching services

Financial planning services and management of portfolios comprised of securities for individuals; "FINANCIAL"

Class 041: Educational services, namely, providing [in-person courses on personal finance, in-person seminars on personal finance, in-person workshops on personal finance,] online courses on personal finance, online seminars on personal finance, online workshops on personal finance, and distribution of written and online educational materials in connection therewith

Consumer, commercial and mortgage banking services; providing bank accounts; providing certificates of deposit; financing services; automated teller machine services; electronic cash transactions; providing bank account information by telephone, electronically and via the Internet; checking account services; check cashing; travelers' check issuance; money order issuance; safe deposit box services; check processing; check verification; debit card services; electronic bill payment services; currency exchange and advice; financial and estate planning; estate trust management; estate administration; administration of employee benefit and pension plans; financial analysis and consultation; correspondent banking services; financial clearinghouse services; financial forecasting; financial guaranty and surety services; guaranty cash management; cash replacement rendered by credit card; credit card services; credit card transaction processing services; credit card verification; credit inquiry and consultation; evaluation of credit bureau data; factoring services; fiduciary representatives; real estate appraisal and investment services; real estate trustee services; tax payment processing services; insurance agencies and brokerages in the fields of home, life, accident, automobile, medical, property and casualty long-term care; insurance consultation; insurance administration in the fields of home, life and accident insurance; electronic processing of insurance claims and payment data; claims adjustment services in the field of insurance; investment brokerage; stock brokerage; commodity brokerage; investment services; investment banking services; fund investment consultation; escrow accounts for investments and mortgages; capital investment consultation; commodity investment advice; commodity and stock quotations; stock and commodity trading for others; automated securities brokerage; mutual fund brokerage; mutual fund investment and distribution; financial portfolio management; financial research; fiscal assessment and evaluation; bonds and financial securities brokerage

Class 036: Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Information, advisory, consultancy and financial research services relating to finance and investments

Class 041: Providing on-line courses of instruction in the field of financial literacy via a website; Providing education courses in the field of financial literacy offered through online, non-downloadable videos and instructor assistance

Class 041: Education services, namely, providing classes and instruction in the field of personal finance management; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of personal finance management; Educational services, namely, conducting on line and telephonic instruction and courses in the field personal finance management; Educational services, namely, conducting training and training in the nature of capacity-building to corporations, all in the field of personal finance management and distribution of educational materials in connection therewith; Educational services, namely, conducting training in the fields of financial management for corporate employee wellness programs and distribution of training materials in connection therewith

Financial planning, namely, the creation of personalized strategies to achieve financial independence | Broadcasting of video and audio programming over the Internet | Religious and spiritual services, namely, providing gatherings and retreats to develop and enhance the spiritual lives of individuals

Downloadable publications, namely, articles and reports in the field of ratings generated using financial and data models to assess companies' financial health; downloadable publications, namely, articles and reports containing information concerning finance, financial information, financial markets research, investing, company and stock research and ratings, stock prices, credit ratings, equity research, funds, financial indices, risk solutions, and investment data; [ Printed publications, namely, reports in the field of ratings generated using financial and data models to assess companies' financial health ]; Financial analysis and research services, namely, generating ratings using financial and data models to assess companies' financial health; financial services in the field of credit risk assessment; providing research and information in the field of financial analysis, consulting and risk management; web based services for financial analysis and credit risk management; provide investment advice on securities markets such as stocks, mutual funds and futures contracts; financial services, namely, providing pricing, valuation, and analytical services with respect to structured finance transactions; investment advisory services; issuance of ratings denoting the relative investment quality of corporate and municipal bonds; financial risk management consultation; credit rating services; investment services, namely, financial investment and investment consultation in the fields of funds, mutual funds, real estate, commodity, capital, securities, bonds, annuities; financial consulting in the nature of providing merger and acquisition support services in the field of finance; financial research; rating of securities, mutual funds, investments, institutions and governments; providing on-line computer databases featuring financial and investment information; financial and investment advisory and information services; providing financial and investment services, namely, financial information based on different asset class indices; financial services in the nature of assessing the risk profile of a specific security on a peer group comparison basis and providing qualitative research opinions that interpret the risk profile of a specific security on a peer group comparison basis; financial services in the nature of providing analysis of the credit quality of an entity, deriving ratings estimates, and evaluating the likelihood of default; Business consultation; conducting business conferences in the fields of finance, financial markets research, investing, company and stock research and ratings, stock prices, credit ratings, equity research, funds, financial indices, risk solutions, and investment data; providing financial indices in the nature of quantitative measurements for analyzing markets; providing financial indices based on selected groups of securities; calculating and providing financial indices based on selected groups of securities; "FINANCIAL"

Business training in the field of finance; Educational services, namely, conducting informal on-line programs in the fields of finance, and printable materials distributed therewith; Educational services, namely, conducting courses, workshops, seminars, training, and distributing course materials in connection therewith in the field of finance; Educational services, namely, developing, arranging, and conducting educational conferences and programs and providing courses of instruction in the field of finance; Money coaching services; Peer to peer coaching services in the field of finance; Personal coaching services in the field of finance; Professional coaching services in the field of finance; Providing group coaching in the field of finance; Providing on-line training courses, seminars, and workshops in the field of finance; Providing a web site featuring non-downloadable instructional videos in the field of finance; Consulting services in the field of financial training; "FINANCIAL"

Class 035: Services to the mortgage industry, namely, investor delivery services for mortgages, namely, post-closing file review of mortgages for lenders; services to the mortgage industry, namely, acquiring a mortgage insurance certificate from FHA or VA for the lender to insure the lender against losses associated with a foreclosure; Class 036: Services to the mortgage industry, namely, real estate appraisal and mortgage credit reporting; Class 042: Services to the mortgage industry, namely, title searching; real estate settlement services; public document retrieval; and preparing and recording in the public records documents affecting title to real estate and mortgages; Class 045: Public records search services provided to the mortgage industry, namely, searching marriage records, criminal records, property records, birth certificates, judgments, and liens, all for the purpose of evaluating a would-be borrower's creditworthiness

Class 041: Provision of information in the field of leisure activities, namely, Providing online newsletters in the field of international finance, economic policy, and financial diplomacy; publishing a book and educational materials in the field of financial diplomacy.

Class 041: Online video journals, namely, vlogs featuring non-downloadable videos in the fields of wealth management, financial planning, and retirement; Online video journals, namely, providing online, non-downloadable videos in the fields of wealth management, financial planning, and retirement; Entertainment services, namely, providing online, non-downloadable webcasts in the fields of wealth management, financial planning, and retirement

Downloadable electronic publications, namely, reports and informational, educational, and reference materials in the nature of papers, brochures, booklets, workbooks, and books, all in the fields of wealth management, finances, financial planning, estate planning, investment planning, retirement planning, and insurance; Digital kits composed primarily of downloadable checklists and instructions used to create wealth management plans, financial plans, estate plans, investment plans, and retirement plans in the field of financial services | Printed publications, namely, reports and printed informational, educational, and reference materials in the nature of papers, brochures, booklets, workbooks, and books, all in the fields of wealth management, finances, financial planning, estate planning, investment planning, retirement planning, and insurance; Kits composed primarily of printed checklists and instructions used to create wealth management plans, financial plans, estate plans, investment plans, and retirement plans in the field of financial services | Educational services, namely, providing classes, seminars, non-downloadable webinars, and workshops in the fields of wealth management, finances, financial planning, estate planning, investments, retirement planning, and insurance

Class 041: Education services, namely, providing classes and instruction in the field of personal finance to K - 6 students; education services, namely, developing curriculum for educators in the field of personal finance to K - 6 students; providing information about education in the field of personal finance; providing in-person educational forums in the field of personal finance

Class 042: providing temporary use of a non-downloadable web application for personal financial management and budgeting of personal finances

Class 041: Education services, namely, providing classes and instruction in the field of personal finance to middle school students; education services, namely, developing curriculum for educators in the field of personal finance to middle school students; providing information about education in the field of personal finance; providing in-person educational forums in the field of personal finance

Class 036: REVERSE MORTGAGE LENDING

Class 036: Financial planning, namely, investment advisory services; financial consultancy; providing financial information and analysis in the fields of retirement, tax, and wealth management.; Class 041: Educational services, namely, conducting workshops, seminars, conferences, podcasts, and online courses in the field of financial planning, behavioral finance, financial psychology, retirement planning, and wealth management; providing a website featuring blogs and non-downloadable publications in the field of financial education and planning.

Class 035: Tax preparation, accounting and Bookkeeping for individuals and businesses

"FINANCIAL"; Providing online non-downloadable computer software platform for use with financial planning and budgeting, financial life-cycle, financial management, financial operations, financial governance, internal controls, document management, debt management, policies and procedures, business rules, cybersecurity and data protection, vendor and supplier due diligence, change management, process improvement, financial reporting, cash flow management, risk management, compliance, financial analysis, cost management, investment and asset management, auditing, venture capital, training and development, business continuity planning, project management, financial preservation, financial sustainability, wealth management, visualization, and tax planning and return preparation

Class 036: Financial analysis and research services, namely, generating ratings using financial and data models to assess companies' financial condition; Financial services in the field of credit risk assessment; Providing research and information in the field of financial analysis, consulting and risk management; Financial analysis and credit risk management services provided via the Internet; Financial services, namely, providing analytical services with respect to structured finance transactions; Financial risk management consultation; Credit rating services; Financial consulting in the nature of providing merger and acquisition support services in the field of finance; Financial research; financial information services; Financial services in the nature of providing analysis of the credit quality of an entity, deriving ratings estimates, and evaluating the likelihood of default

Financial services, namely, monitoring consumers' financial well-being using a proprietary algorithm and providing a score to help consumers manage finances, provided via downloadable software for mobile devices; "FINANCIAL"

Class 041: Educational services delivered live, online or by video in the nature of programs, seminars, workshops and curriculum development in the field of personal and business finance