THE ROLLOVER PEOPLE
Mark Identification

THE ROLLOVER PEOPLE

Serial Number

77603025

Filing Date

Oct 29, 2008

Trademark by

HOLLY S. LEE

CHARLES R. LEE

Classification Information

Analyzing and compiling data for measuring the performance of financial markets; Connecting buyers and sellers of financial assets; Promotion of financial and insurance services, on behalf of third parties; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information

Advertising and Business

Credit and financial consultation; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy 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 consultancy services in the area of healthcare; Financial consultation; Financial consultation in the field of insurance and securities; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial due diligence; Financial information and advisory services; Financial investment in the field of insurance and securities; 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 management; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial trust operations; Insurance and financial information and consultancy services; On-line financial planning services; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; 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 on-line information in the field of charitable monetary giving through financial and estate planning; Provision of financial information

Insurance and Financial