CFADV
Mark Identification

CFADV

Serial Number

77393201

Filing Date

Feb 10, 2008

Trademark by

WHITE II PAUL LEON

Classification Information

Assuming financial risk of others by entering into options and swaps; College consulting services, namely, assisting students in applying for scholarships and financial aid; College counseling services, namely, assisting students in applying for scholarships and financial aid; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of securities & real estate; Financial consulting; Financial due diligence; Financial evaluation for insurance purposes; Financial exchange; Financial forecasting; Financial information and advisory services; Financial information and evaluations; Financial information in the nature of rates of exchange; Financial information processing; Financial information provided by electronic means; Financial investment in the field of securities & real estate; Financial loan consultation; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the field of money lending; Financial services in the nature of an investment security; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, credit repair and restoration; Financial services, namely, debt settlement; Financial services, namely, estate settlement services; 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, money lending; Financial services, namely, mortgage planning; 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, 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, savings programs for youths; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial sponsorship of securities & real estate; Financial trust operations; Financial valuation of personal property and real estate; Financially-guaranteed financing; Insurance and financial information and consultancy services; Leveraged buy outs and investments in financially distressed or underperforming companies; Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; News reporting services in the field of financial news; Online financial planning services; Providing a web site that assists financial professionals in the management of retirement accounts; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing on-line financial calculators; Providing online information in the field of charitable monetary giving through financial and estate planning; Providing post-compliance financial reviews for the mortgage industry; Provision of financial information; Accident insurance underwriting; Administration of employee benefit plans concerning insurance and finance; Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques; Brokerage in the field of securities & real estate; Debt cancellation services using proceeds of life, disability and unemployment insurance; Fire insurance underwriting; Health insurance underwriting; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage in the field of securities & real estate; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance information and consultancy; Insurance premium rate computing; Insurance services in the nature of loss control management for others; Insurance services, namely, providing information and online computer databases for the purpose of review and verification of Medicaid eligibility status and related information; Insurance services, namely, writing property and casualty insurance; Life insurance brokerage; Marine insurance underwriting; Medical insurance underwriting; Providing information in insurance matters; Providing information regarding workers' compensation insurance policy rates; Underwriting insurance for pre-paid health care; Underwriting insurance for pre-paid legal services; Advisory services relating to credit and debit control, investment, grants and financing of loans; Business finance procurement services; Consultancy concerning financing of energy projects; Equipment financing services; Facilitating and arranging for the financing of securities & real estate; Financing of development and operation of medical imaging centers; Financing of industrial activities; Financing of purchases; Financing relating to automobiles; Financing services; Housing services, namely, real property acquisition and consumer financing to facilitate home ownership; Lease-purchase financing; Loan financing; Loans and discount of bills; Project financing; Providing on-line news in the field of finance; Providing working capital financing to small businesses and small business owners; Venture capital services, namely, providing financing to emerging and start-up companies

Insurance and Financial