FINANCIAL LIFE INSPECTION
Mark Identification

FINANCIAL LIFE INSPECTION

Serial Number

87198427

Filing Date

Oct 10, 2016

Registration Date

Jul 25, 2017

Trademark by

PACIFIC CAPITAL WEALTH ADVISORS INC

Active Trademark

Classification Information

Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and research services; Financial analysis and consultation; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and evaluations; Financial information and advisory services; Financial information provided by electronic means; Financial investment analysis and stock research; Financial loan consultation; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; 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 retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial trust planning; Insurance and financial information and consultancy services; Monitoring financial markets for investment purposes; On-line financial planning services; 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, providing financial market news and commentary; Providing financial information; Providing financial information via a web site; Providing information in the field of financial stock and equity markets; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Provision of financial information; Strategic financial advisory services

Insurance and Financial