WE MAKE FINANCIAL PLANNING CRYSTAL CLEAR

Dead / Cancelled — Cancelled — Section 8 (as of 26 Sept 2023)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
86593876
Registration number
4952846
Mark type
Stylized text
Filed
10 Apr 2015
Published for opposition
29 Sept 2015
Registered
03 May 2016

Goods and services

  • Class 016 — Paper goods and printed matter: Newsletters, brochures, and magazines in the fields of securities, options, bonds and other financial instruments; Printed matter, namely, newspapers, photographs, magazines, books, printed periodicals, newsletters, and brochures all in the fields of securities, options and other financial instruments; Printed plans
  • Class 035 — Advertising and business services: Analyzing and compiling data for measuring the performance of financial markets; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis; Business management planning; Business planning; Business strategic planning services; Business succession planning; Financial record-keeping for Individual and Business for the purposes of insurance risk management, regulatory compliance purposes. Financial statement preparation and analysis for businesses; Marketing plan development; Preparation of financial statements; Preparing financial reports for others; Providing an on-line computer web site that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Tax and taxation planning, advice, information and consultancy services
  • Class 036 — Insurance and financial services: Administration of employee benefit plans concerning insurance and finance; Administration of employee benefit plans concerning insurance and finance; Conducting financial feasibility studies; Estate planning; Estate trust planning; Financial administration of employee pension plans; Financial administration of retirement plans; 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, namely, wealth management; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; 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 environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of financial planning; Financial management; Financial management of employee pension plans; Financial management via the Internet; 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 and information services; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; 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 an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial trust planning; Insurance and financial information and consultancy services; Mutual fund planning 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 financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Providing on-line financial calculators; Strategic corporate financial advisory services; Strategic financial advisory services

Owner

Prosecution history

  • 27 Sept 2023 — NOTICE OF CANCELLATION SEC. 8 EMAILED
  • 26 Sept 2023 — CANCELLED SEC. 8 (6-YR)
  • 08 Mar 2023 — OFFICE ACTION ISSUED POU3
  • 28 Dec 2022 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 13 Dec 2022 — OFFICE ACTION ISSUED POU2
  • 28 Sept 2022 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 08 Jun 2022 — OFFICE ACTION ISSUED POU1
  • 11 May 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Apr 2022 — TEAS SECTION 8 RECEIVED
  • 03 May 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 03 May 2016 — REGISTERED-PRINCIPAL REGISTER
  • 01 Apr 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 31 Mar 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 29 Mar 2016 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 28 Mar 2016 — CORRESPONDENCE RECEIVED IN LAW OFFICE

View this trademark record on Marksy