BRINGING CLARITY TO YOUR FUTURE
Mark Identification

BRINGING CLARITY TO YOUR FUTURE

Serial Number

77154140

Filing Date

Apr 11, 2007

Registration Date

Feb 3, 2009

Trademark by

FINANCIAL MODELING SOLUTIONS INC.

Classification Information

Accepting and administering monetary charitable contributions; Accident insurance underwriting; Accounts payable debiting services; Accounts receivables financing; Acquisition and transfer of monetary claims; Actuarial services; Administration of employee benefit plans; Administration of employee pension plans; Administration of employee welfare benefit plans; Administration of pre-paid health care plans; Administration of preferred provider plans in the field of Finance; Administration of savings accounts; Advice relating to investments; Agencies for brokerage of securities trading in overseas securities markets and of transactions on commission of overseas market securities futures; Agencies for commodity futures trading; Agencies in the field of bonds and other securities; Agencies in the field of credit for farming; Agencies or brokerage for leasing or renting of land; Agencies or brokerage for renting land; Agencies or brokerage for renting of buildings; Agencies or brokerage for trading of securities, securities index futures, securities options, and overseas market securities futures; Aircraft brokerage; Annuity underwriting; Antique appraisal; Apartment house management; Apartment locating services for others; Appraisal of real estate; Appraisals for insurance claims of personal property; Appraisals for insurance claims of real estate; Art brokerage; Assessment and management of real estate; Assuming financial risk of others by entering into options and swaps; Automated coin counting, sorting and converting services; Automated securities brokerage; Automated teller machine services; Automobile appraisal; Bail bonding; Banking; Banking consultation; Bill consolidation services; Bill payment services; Bonding services; Brokerage for hire-purchase; Brokerage houses in the field of stocks, commodities, and futures; Brokerage of energy, namely, gas and electricity; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Building leasing; Building management; Business brokerage; Business finance procurement services; Business liquidation services; Business, stock option and pension valuation services; Capital investment consultation; Cash and foreign exchange transactions; Cash management; Cash replacement rendered by credit card; Charitable fund raising; Charitable fund raising in view of disaster precautions and prevention; Charitable fund raising services by means of collecting and redeeming recyclables for donation of redemption proceeds to charitable organizations; Charitable fund raising services by means of collecting and reselling used automobiles; Charitable fund raising services by means of musical concerts; Charitable fund raising services, namely, sharing profits from newspaper subscription sales with not-for-profit organizations; Check cashing; Check processing; Check recovery services; Check verification; Checking account services; Claims adjustment in the field of insurance; Claims administration in the field of workers' compensation; Coin appraisal; Collecting license fees on behalf of independent writers and publishers and making payments to the copyright owners of the music; Collection agencies; Collection of debts; Commercial lending services; Commodities exchange services; Commodity brokerage; Commodity exchange; Commodity investment advice; Commodity quotations; Commodity trading for others; Consultancy concerning financing of energy projects; Consultation in art as an investment; Consultation relating to the appraisal of goods; Consumer credit consultation; Consumer lending services; Cooperative credit organizations; Corporate savings account services; Credit agencies; Credit agencies in the field of farming; Credit and cash card services; Credit and financial consultation; Credit bureaus; Credit card services; Credit card transaction processing services; Credit card verification; Credit consultation; Credit inquiry and consultation; Credit rating services; Credit recovery and collection; Credit reporting agency; Credit reporting services; Credit risk management; Credit unions; Cruise ship property services, namely, listing, leasing, brokerage, and management of residential and commercial units aboard cruise ships and financing of same; Currency exchange and advice; Customs brokerage; Debit card services; Debt cancellation services using proceeds of life, disability and unemployment insurance; Debt counseling services; Debt management consultation; Debt recovery and collection agencies; Dental health insurance administration; Dental health insurance underwriting and administration; Discount brokerage services; Duty drawback services; Electronic cash transactions; Electronic commerce payment services, namely, establishing funded accounts used to purchase goods and services on the Internet; Electronic credit card transactions; Electronic debit transactions; Electronic financial service for the purchase of savings bonds; Electronic funds transfer; Electronic funds transfer by telecommunications; Electronic payment, namely, electronic processing and transmission of bill payment data; Electronic processing of insurance claims and payment data; Electronic toll collection services; Electronic transfer of money; Electronic transfers of money; Eleemosynary services in the field of monetary donations; Energy brokerage services; Equipment financing services; Equipment maintenance claims payment service for business; Equity capital investment; Establishing mutual funds for others; Estate planning; Estate trust management; Evaluation of credit bureau data; Evaluation of real property; Evaluation of the credit worthiness of companies and private individuals; Facilitating and arranging for the financing of debt; Factoring agencies; Fiduciary representatives; Fiduciary tax payment processing services; Financial administration of retirement plans; Financial analysis and consultation; Financial clearing houses; Financial consultation; Financial consultation in the field of Finance; Financial due diligence; Financial evaluation for insurance purposes; Financial exchange; Financial forecasting; Financial guarantee and surety; Financial information in the nature of rates of exchange; Financial information processing; Financial information provided by electronic means; Financial investment in the field of Finance; Financial loan consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services in the field of money lending; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, estate settlement services; Financial services, namely, money lending; Financial services, namely, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, providing on-line stored value accounts in an electronic environment; 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; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, mortgage planning; Financial services, namely, providing a virtual currency for use by members of an online community via a global computer network; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, savings programs for youths; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial transaction services, namely, providing secure commercial transactions and payment options using a mobile device at a point of sale; Financial trust operations; Financial valuation of personal property and real estate; Financially-guaranteed financing; Financing of development and operation of medical imaging centers; Financing of industrial activities; Financing of purchases; Financing relating to automobiles; Financing services; Fire insurance underwriting; Fiscal assessment and evaluation; Fiscal valuations and assessments; Foreign exchange information services; Formation, brokerage and management of time share interests in aircraft; Formation, offering and management of limited partnerships; Fund investment consultation; Funds investment; Futures exchange services; Guarantee assurance underwriting; Hedge fund investment services; Highway toll collection services; Home appraisal services; Home equity loans; Housing agencies; Housing services, namely, real property acquisition and consumer financing to facilitate home ownership; Installment loans; Insurance actuarial services; Insurance administration; Insurance agencies; Insurance agency and brokerage; Insurance brokerage; Insurance carrier services; Insurance claims administration; Insurance claims processing; Insurance consultation; Insurance premium rate computing; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance services, namely, writing property and casualty insurance; Insurance subrogation; Insurance subrogation and salvage; Insurance underwriting consultation; Insurance underwriting services for all types of insurance; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment clubs; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Issuance and administration of annuities; Issuance of bank checks; Issue of traveller's cheques; Issuing credit cards; Issuing of bank cheques; Issuing of checks and letters of credit; Issuing of cheques; Issuing stored value cards; Jewelry appraisal; Land acquisition, namely, real estate brokerage; Land leasing; Land valuation; Lease securitization; Lease-purchase financing; Lease-purchase loans; Leasing of apartments; Leasing of farms; Leasing of land; Leasing of office space; Leasing of real estate; Leasing of real property; Leasing of shopping mall space; Leasing or renting of buildings; Leveraged buy outs and investments in financially distressed or underperforming companies; Life insurance brokerage; Life insurance underwriting; Loan financing; Loans and discount of bills; Maintaining escrow accounts for investments; Maintaining mortgage escrow accounts; Making payments on pre-paid long distance calling cards for recharging minutes; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Marine insurance underwriting; Medical insurance underwriting; Memorial fund raising; Monetary exchange; Money order payment guarantee services; Money order services; Money transfer; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage brokerage; Mortgage lending; Mortgage procurement for others; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; Mortgaging of securities for others; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment; Numismatic appraisal; Offering aircraft fractional ownership programs to others; On-line banking services; Operating marketplaces for sellers of goods and/or services; Organization of stock exchanges for the benefit of the trade of stocks and other financial values; Organizing pre-paid health care plans; Organizing preferred provider programs in the field of Finance; Pawn brokerage; Pawn shops; Payroll tax debiting services; Pharmaceutical benefit management services; Pharmacy benefit management services; Philanthropic services concerning monetary donations; Political fund raising services; Pre-paid funeral expense services; Pre-paid purchase card services namely, processing electronic payments made through prepaid cards; Pre-paid purchase card services, namely, processing electronic payments through pre-paid cards; Precious stone appraisal; Prepaid card services in the nature of making payment for adding airtime to prepaid or pay-as-you-go wireless services; Prepaid preventive maintenance service plans for heating, ventilating and air conditioning systems.; Prepaid telecommunications calling card services; Private equity fund investment services; Project financing; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing a website that features information on the options markets; Providing an online searchable database featuring education grants; Providing bank account information by telephone; Providing college scholarships; Providing educational scholarships; Providing electronic processing of credit card transactions and electronic payments via a global computer network; Providing fund raising services for others via a global computer network; Providing information in insurance matters; Providing information in the field of real estate by means of linking the web site to other web sites featuring real estate information; Providing information in the field of real estate via the Internet; Providing information via a global computer network on the subject of non-residential building and facilities management; Providing loans secured by commercial paper; Providing multiple payment options by means of customer-operated electronic terminals available on-site in retail stores; Providing on-line financial calculators; Providing on-line news in the field of finance; Providing online information in the field charitable monetary giving through financial and estate planning; Providing real estate listings and real estate information via the Internet; Providing rebates at participating establishments of others through use of a membership card; Providing stock market information; Providing stock/securities market information; Providing student loan information; Providing temporary loans; Providing working capital; Public equity investment management; Real estate acquisition services; Real estate agencies; Real estate appraisal; Real estate brokerage; Real estate consultancy; Real estate consultation; Real estate equity sharing, namely, managing and arranging for co-ownership of real estate; Real estate escrow services; Real estate investment; Real estate lending services; Real estate listing; Real estate management; Real estate management consultation; Real estate multiple listing services; Real estate procurement for others; Real estate services, namely, rental of vacation homes, condominiums, cabins, and villas using pay per click advertising on a global computer network; Real estate syndication; Real estate time-sharing; Real estate trustee services; Real estate valuation services; Real estate valuations; Reclamation of import duties for others; Reinsurance underwriting; Rent collection agencies; Rental of apartments; Rental of cabins; Rental of cash dispensers or automated-teller machines; Rental of office space; Repair cost evaluation; Revolving loans; Risk management; Risk management consultation; Safe deposit box services; Safety deposit box services; Savings account services; Savings and loan associations; Savings and loan services; Savings bank services; Securities arbitrage services; Securities trading and investing services for others via the internet; Security brokerage; Security services, namely, guaranteeing loans; Shopping center services, namely, rental of shopping center space; Stamp appraisal; Stock brokerage; Stock exchange price quotations; Student loan services; Surety services; Tax payment processing services; Telecommunications air time brokerage services; Telecommunications reseller services, namely, telecommunications air time brokerage services; Telephone calling card services; Temporary loans; Transfer agency services rendered to issuers of investment securities; Travel agency services, namely, issuing traveler's checks; Travelers' check issuance; Trust management accounts; Trust services, namely, investment and trust company services; Trusteeship representatives; Underwriting insurance for pre-paid health care; Underwriting insurance for pre-paid legal services; Vacation real estate time share exchange services; Vacation real estate time-sharing; Vacation real estate timeshare services; Venture capital funding services to emerging and start-up companies; Venture capital services, namely, providing financing to emerging and start-up companies; Viatical settlement services; Wireless telephone payment services, namely, wireless mobile telephone rate plans; Yacht brokerage

Insurance and Financial