MYFIDUCIARY
Mark Identification

MYFIDUCIARY

Serial Number

97643509

Filing Date

Oct 21, 2022

Trademark by

HOFFMAN JEROME W.

POLLEY-HOFFMAN LYNN S.

Classification Information

downloadable electronic publications, namely, brochures and reports in the fields of finance and investments; downloadable electronic instructional and teaching materials in the fields of finance and investments; Downloadable computer software and mobile applications for financial research, financial information, financial analysis, financial planning, financial management, investment management, banking services, trading of foreign exchange, social networking, providing electronic processing of electronic funds transfer, ACH, electronic check and electronic payments, financial transactions, and electronic funds transfers; downloadable mobile application that provides interactive tools for obtaining financial information, managing accounts, and conducting transactions relating to banking, investment, retirement and savings strategies and goals

Electrical and Scientific Apparatus

Blank cards, namely, blank note cards; printed cards bearing universal greetings; printed Christmas cards; printed correspondence cards; printed greeting cards; printed holiday cards; printed motivational cards; printed note cards; printed note pads; printed occasion cards; paper notebooks; stationery; stickers; book ends; printed calendars; book marks; printed books in the field of news, personal care and healthy living; clipboards, clips for name badge holders; clips for offices, namely, paper clips, paper stack clips, letter clips; address stamps; albums, namely, event albums, photograph albums, collector albums, memory albums, recipe albums, scrapbooks; coasters of paper; desk mats; document files; document holders; drawing instruments; printed embroidery design patterns; envelopes; money clips; printed musical greeting cards; name badge holders; printed newsletters in the field of weather forecasts, social media news, healthy living, healthy eating, personal care, sporting events, printed newspapers; printed note books; obliterating stamps; stationery pads, namely, desk pads, art pads, sketch pads, checklist pads, accountability pads; page holders; letter openers; paper clips; paperweights; passport holders; pen cases; pen clips; pencil holders; pencil sharpeners, electric and non-electric; pencils; penholders; pens; place mats of paper; postage stamps; printed postcards; stamps, namely, date stamps, ink stamps, address stamps, name stamps; seals; stands for pens; stamp stands; stamp pads; table napkins of paper

Paper Goods and Printed Matter

Financial services, namely, advice relating to investments, asset management, cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; providing on-line financial calculators; providing stock/securities market information; brokerage in the field of stocks, mutual funds and other securities; mutual fund investment and mutual fund distribution; consumer lending services; issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; a total portfolio offering for clients consisting of both separate accounts and mutual funds for equity and fixed income investments; financial trust operations; trust services, namely, investment and trust company services; insurance services, namely, underwriting, writing and brokerage of property, life and casualty insurance; investment management of and distribution of annuities; investment services, namely, asset acquisition, consultation, development and management services; Providing home equity lines of credit (HELOC); Processing of signature debit electronic transactions; Charge card and credit card payment processing services; Electronic debit card transaction processing; Online banking; Providing personal loans and lines of credit; Providing venture capital, development capital, private equity and investment funding; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Banking services featuring the provision of certificates of deposit; Financing of loans; Securities brokerage services; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Money wiring services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial services, namely, business fundraising for others; Providing information in the field of personal finance; Financial investment analysis and stock research; 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; Securities underwriting; Financial services, namely, mortgage refinancing; Merchant banking services; Currency exchange services; Charitable fundraising services by means of motorcycling, bicycling, running and walking events; Banking and financing services; Financing relating to automobiles, aircrafts, and yachts; Charitable fundraising services by means of an entertainment event; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships and financial assistance for programs and services of others; 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; Bill payment services provided through a website; Trustee services; On-line charitable fundraising; Financing and loan services; Stock exchange information services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Mortgage refinancing; Mutual fund analysis services; Financing loans for small businesses, car dealerships, medical practices; Financial management of employee pension plans; Financial trust planning; Real estate escrow services; Private equity consultant services; Charitable fundraising; Estate planning; Providing on-line news in the field of finance; Mutual fund planning services; Cryptocurrency exchange services; Providing financial information via a web site; Cryptocurrency payment processing; Cryptocurrency exchange services featuring blockchain technology

Insurance and Financial

Providing information and news to mobile devices in the fields of entertainment, culture, sports, education, and current events relating to technology and finance; publishing of electronic publications; publication of magazines; publication of financial reports; providing news and information in the fields of entertainment, culture, sports, education, and current events relating to technology and finance; providing news in the nature of current events; providing news in the nature of current events to mobile devices; providing news and information in the fields of entertainment, culture, sports, education, and current events relating to technology and finance via the Internet and on-line; providing current events information via the Internet and on-line electronic communications networks; providing news and information in the nature of current events, entertainment, culture, and education reporting; entertainment services, namely, providing podcasts in the field of daily and weekly news, news and current events reviews, management, finance, and technology; distribution of radio programs for others; educational and entertainment services, namely, continuing video programs in the fields of news, current events, entertainment, culture, sports, education, and current events relating to technology and finance accessible by audio, video, and computer networks; production of television programs; production of radio programs; providing on-going radio programs featuring news, and current events; providing on-going television programs featuring news, and current events; providing a website featuring information in the fields of entertainment, culture, sports, education, and current events relating to technology and finance; providing a website featuring blogs in the field of daily and weekly news and current events

Education and Entertainment