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Class 036: Financial asset management; Investment advisory services; Mutual fund brokerage; Mutual fund investment; Class 042: Providing on-line non-downloadable software for managing and verifying financial transactions
Series of downloadable non-fiction books in the field of finance, financial planning, wealth management, investment, and retirement; Series of printed non-fiction books in the field of finance, financial planning, wealth management, investment, and retirement; "FINANCIAL"
Class 041: Educational and entertainment services, namely, providing on-line publications in the nature of non-downloadable videos in the field of finance; coaching in the field of personal finance
Class 041: Educational services, namely, online course instruction in the fields of digital book publishing, passive income and audiobook publishing and distribution of course materials in connection therewith; educational services, namely, mentoring in the fields of digital book publishing, passive income, and audiobook publishing
Financial planning, namely, strategies to support long-term financial security and growth; No claim is made to the exclusive right to use FINANCIAL, apart from the mark as shown.
Class 036: Full line of banking services; Savings and checking account services; Money market account services; Certificate of deposit services; Automated teller machine banking services; Direct deposit services; Payroll deduction services, namely, payroll tax debiting services; Telephone banking services; Share draft and check transaction processing services; Online banking services; Overdraft protection services; Automobile financing services; Construction financing services; Mortgage banking, brokerage and lending services; Home equity loan services; Home improvement loan services; Wire and electronic funds transfer services; Credit card, check card and debit card issuance and payment processing services; Insurance brokerage services; Financial, investment, retirement and brokerage services featuring individual retirement accounts, Roth IRAs, and share certificates; Debt consolidation services; Traveler's check issuance services; Direct, automatic and online bill payment services; Trust services, namely, estate trust management and planning services and real estate trustee services; Wealth management services; Consumer and commercial leasing services; Investment advisory services; Investment consultation and investment management services; Estate planning services; Financial planning services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of others; Financial risk assessment services; College planning services, namely, assisting others in preparing savings plans for future college expenses; Financial portfolio management and analysis services; Insurance consulting services in the fields of life, disability, long-term care and individual property and casualty insurance; Providing information in the fields of banking and finance by means of the internet; Insurance brokerage services, namely, providing personal and commercial property and casualty insurance, employee benefits insurance, and services ancillary thereto, namely, claims administration and adjustment; Financial administration and management of employee benefit plans; Administering employee benefit plans concerning insurance and finance; Employee benefits trust administration, management and financial planning services; Financial analysis and consultation services in the field of employee benefits
Class 009: Downloadable software in the nature of a mobile application for banking services, short-term cash advances, providing cryptocurrency exchange services, providing investment banking services and investment management services, providing consumer lending services and insurance services, providing financial advisory and consultancy services, providing financial planning services, and providing financial wellness education services; Class 036: Online banking services; Cash advance services; Financial services, namely, microfinance lending services; Investment advisory services; Banking services; Issuing credit cards; Issuing of debit cards; Electronic credit card transaction processing; Electronic debit card transaction processing; Cryptocurrency payment processing; Financial exchange of cryptocurrency via decentralized exchanges (DEXs); Financial exchange of cryptocurrency; Investment management; Provision and financial administration of a debit card savings program; Financial data analysis; Providing information in the field of personal finance; Providing information in the field of finance via a website; Providing information in the field of personal finance for consumer finance, banking, small business finance and alternative finance; Class 042: Software as a service (SAAS) services featuring software for banking services, investment banking services, investment management services, providing financial advisory and providing financial consultancy services; Software as a service (SAAS) services, namely, hosting software for use by others for banking services, investment banking services, investment management services, providing financial advisory and providing financial consultancy services
Non-downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, private
equity, entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic
publications in the nature of brochures in the fields of wealth management, private equity, entrepreneurship, financial planning,
financial research, investments and securities; non-downloadable electronic publications in the nature of magazines in the fields of
wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities; nondownloadable electronic publications in the nature of newsletters in the fields of wealth management, private equity,
entrepreneurship, financial planning, financial research, investments and securities; non-downloadable electronic publications in
the nature of pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial
research, investments and securities; non-downloadable electronic publications in the nature of manuals in the fields of wealth
management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Downloadable electronic publications, namely reports, white papers and charts in the fields of wealth management, private equity,
entrepreneurship, financial planning, financial research, investments and securities; Downloadable electronic publications in the
nature of brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research,
investments and securities; downloadable electronic publications in the nature of magazines in the fields of wealth management,
private equity, entrepreneurship, financial planning, financial research, investments and securities; downloadable electronic
publications in the nature of newsletters in the fields of wealth management, private equity, entrepreneurship, financial planning,
financial research, investments and securities; downloadable electronic publications in the nature of pamphlets in the fields of
wealth management, private equity, entrepreneurship, financial planning, financial research, investments and securities;
downloadable electric publications in the nature of manuals in the fields of wealth management, private equity, entrepreneurship,
financial planning, financial research, investments and securities; Printed brochures in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research,
investments and securities; Printed magazines in the fields of wealth management, private equity, entrepreneurship, financial
planning, financial research, investments and securities; Printed manuals in the fields of wealth management, private equity,
entrepreneurship, financial planning, financial research, investments and securities; Printed newsletters in the fields of wealth
management, private equity, entrepreneurship, financial planning, financial research, investments and securities; Printed
pamphlets in the fields of wealth management, private equity, entrepreneurship, financial planning, financial research, investments
and securities; printed research reports in the fields of wealth management, private equity, entrepreneurship, financial planning,
financial research, investments and securities; printed publications, namely white papers and charts in the fields of wealth
management, private equity, entrepreneurship, financial planning, financial research, investments and securities; "FINANCIAL"
Arranging of loans; brokerage of financial derivatives; brokerage of futures; corporate trustee services; managing and administering investment funds; managing and administering mutual funds; debt restructuring for commercial loans; estate trust management; estate planning; exchange-traded fund management for private clients; financial administration of capital investment; financial administration of fund investment; financial administration of stocks; financial affairs management and private equity fund investment services; financial consultancy relating to loans; financial investment services in the fields of certificates of deposit; financial management; financial management of retirement accounts; financial placement of private equity funds for others; financial restructuring services; financial services, namely, raising money for the hedge funds of others; financial restructuring services relating to business acquisitions and mergers; financial transactions clearing services; financial trust administration; financial trust management; financial trust planning; futures exchange services; hedge fund investment services; insurance brokerage; insurance brokerage in the field of life, accident, sickness and segregated funds products; investment trust management; loan financing services; loan services, namely, arranging of loans; management of private equity funds; mutual fund advisory services; mutual fund analysis services; mutual fund distribution; mutual fund investment services; mutual fund management; mutual fund development services; pension fund management; financial management of pooled investment funds; private equity fund investment services; private financial placement of hedge funds for others; private financial placement of securities and derivatives for others; providing private equity and investment funding; securities brokerage; investment of funds for others in the fields of securities; securities lending; financial management in the field of securities portfolios; securities underwriting; financial management of segregated investment funds; trading of securities index futures; financial services, namely, wealth management services; "FINANCIAL"; Providing temporary use of online non-downloadable software for constructing model portfolios of securities for securities market research
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
Private (white) label credit cards and credit cards that serve as both private label credit cards and general purpose credit cards for use at participating beauty salons and spas; Issuance of private (white) label credit cards; Credit card services that provides a card, online e-account or repository of credit and funds for use at participating beauty salons and spas that includes providing discounts and incentive programs to members; Providing credit card and debit card services with loyalty and consumer incentive programs; Administration of credit card and loyalty programs; Downloadable applications that provides access to credit card services; Mobile applications proving access to credit card services.
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
Class 036: Financing services for companies operating in the digital and/or innovation economy; Class 042: Providing temporary use of on-line non-downloadable computer software for use in accessing, reading, and tracking information in the field of financing transactions
Class 035: Accounting services; tax preparation services; bookkeeping services; payroll services, namely, payroll processing services; Class 036: Fractional chief financial officer services for others, namely, outsource service provider in the field of finance; payroll services, namely, tax debiting services; financial consulting for small businesses
Class 036: Financial services, namely, consumer lending services, consumer loan financing; providing online consumer loan financing and online loan services to consumers in the nature of providing lines of credit, installment loans and other financing products; credit, debit, and stored value card services in the nature of issuing credit, debit and stored value cards; electronic credit, debit, and stored value transaction processing services; processing of debit card payments, processing of credit card payments, processing electronic payments made through prepaid cards; pre-paid purchase card services, namely, processing electronic payments made through pre-paid cards
Class 036: Financial consulting services, namely, expert analysis in finance; Class 041: Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the fields of leadership development, social development, career development, professional development, personal development, financial literacy, and time management
Class 036: Financial advisory and consultancy services, namely, providing life insurance advisory and consultancy; Financial consultancy; Financial planning for retirement; Insurance consulting in the field of life insurance
Class 036: ATM banking services; check cashing; gift card transaction processing services; financial services, namely, providing an internet website portal in the field of financial transaction and payment processing services; issuing private label credit cards; all of the foregoing excluding financial investment services; all of the foregoing services provided at or in connection with retail store operations of the owner of the mark, its licensees and assigns; and none of the foregoing pertaining to financial services specifically directed to providers or consumers of surgical or non-surgical cosmetic procedures
Financial services, namely, providing consultation and assistance regarding retirement accounts and plans, transfers/rollovers to retirement accounts, personal savings accounts, life insurance, wills and estate planning, gift planning and annuities, obtaining loans for the purpose of making purchases, undertaking construction or remodeling, refinancing, or establishing a credit line, capital stewardship campaigns, investing, stewardship, ministry investment accounts, property and casualty insurance, establishing and funding trusts, endowments, donor advised funds, wealth management, and asset protection; "FINANCIAL"
Class 036: (Based on Use) Mortgage brokerage services; Reverse mortgage brokerage services; Mortgage financing services; Financial services, namely, mortgage refinancing; Mortgage lending; Loan origination services; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities (Based on Intent to Use) Financial planning and investment advisory services; Financial advisory services; Financial research and information services; Financial advisory and consultancy services, namely, providing advisory services in the field of mortgages and loans; Financial services, namely, loan default mitigation services; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; Financial services, namely, mortgage planning
Financial services including wealth management, namely, assisting clients with managing their financial affairs and assets; financial planning; financial wealth planning; investment advice; comprehensive life financial management services in the fields of investment management, cash management, debt management, insurance risk management, estate planning, and tax planning; financial management and distribution of pooled investment funds and segregated securities; financial services in the fields of investment, namely, securities investment, capital investment consultation, funds investment and financial planning; asset protection services, namely, financial risk assessment services in the nature of assessing a client's need for critical illness insurance, life insurance and property and casualty insurance; financial support services, namely, assisting clients with personal administrative matters such as bill payment and leasing of real property; Investment fund services, namely, retirement investment counseling, retirement investment portfolio financial management, dealing in, administration and distribution of principal-protected investment funds for retirement; investment portfolio financial management; investment counseling; "FINANCIAL"
