| ADVISORS EXCEL CREATIVE SERVICES Advisors Excel, LLC
85705110 16 Aug 2012 | on 27 Dec 2019 | Advertising and marketing,Advertising and marketing Class 035 Class 035 Advertising, Business & Retail Services "ADVISORS" AND "CREATIVE SERVICES" | | | MASTERMIND GROUPS MASTERMIND GROUPS TAKING YOUR MESSAGE TO THE MASSES WITH A LEGEND OF THE AIRWAVES Advisors Excel, LLC
85521153 20 Jan 2012 | on 02 Aug 2019 | Peer to peer coaching services in the field of insurance and financial... Class 041 Class 041 Education and Entertainment Services The mark consists of the design of a faceless human head with three various sized gears coming out of the top of the head. The words "MASTERMIND GROUPS" is underneath the design. To the right are the words "MASTERMIND GROUPS TAKING YOUR MESSAGE TO THE MASSES WITH A LEGEND OF THE AIRWAVES". | | | ADVISORS EXCEL CREATIVE SERVICES DESIGN DEVELOP ENHANCE Advisors Excel, LLC
85521151 20 Jan 2012 | on 02 Aug 2019 | Advertising and marketing,Advertising and marketing Class 035 Class 035 Advertising, Business & Retail Services The mark consists of the words "ADVISORS EXCEL" on the top left of the word "CREATIVE" wherein the "A" is formed by stylized bars. The word "SERVICES" is underneath to the right of the word "CREATIVE" and below that are the words "DESIGN", "DEVELOP", and "ENHANCE" separated by vertical lines. | | | QUADS Advisors Excel, LLC
88019026 28 Jun 2018 | on 07 Jun 2019 | Educational services in the field of asset distribution and holistic r... Class 036 Class 036 Insurance & Financial Services Educational services in the field of asset distribution and holistic retirement strategy, namely, providing product education materials, point of sale tools, sales tools and sales best practices to insurance and financial professionals in the field of asset distribution and holistic retirement strategy Class 041 Class 041 Education and Entertainment Services Educational services in the field of asset distribution and holistic retirement strategy, namely, providing product education materials, point of sale tools, sales tools and sales best practices to insurance and financial professionals in the field of asset distribution and holistic retirement strategy | | | ANNUITY THINK TANK ADVISORS EXCEL, LLC
85236554 08 Feb 2011 | on 20 Apr 2018 | Financial consultancy,Financial consultancy Class 036 Class 036 Insurance & Financial Services Financial consultancy | | | R RIA COLLEGE ADVISORS EXCEL, LLC
77967850 24 Mar 2010 | on 30 Jun 2017 | Training services in the field of insurance industry, namely, training... Class 041 Class 041 Education and Entertainment Services Training services in the field of insurance industry, namely, training independent insurance producers and financial advisors to understand the RIA (Registered Investment Advisor) platform, how to establish and maintain their own RIA, how to market themselves as an RIA, and how to acquire and service customers as an RIA | | | ADVISORS COMMAND ADVISORS EXCEL, LLC
86898031 04 Feb 2016 | on 21 Nov 2016 | Computer software that provides web-based access in the field of the i... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Computer software that provides web-based access in the field of the insurance and investment industry as it relates to the sale of annuity products, sale of life insurance, and financial planning; computer software that provides web-based access to an Independent Marketing Organization in the field of marketing certain insurance products and services to licensed insurance and investment producers; computer software for use in Customer Relationship Management (CRM) to assist insurance professionals, financial professionals and Independent Marketing Organization with maintaining and consolidating into one database namely, providing ability to manage documents; manage client relationships; customize marketing campaigns; return on investment tracking; account aggregation; lead conversion monitoring; asset tracking; maximize office efficiency; maintain action alerts; calendar management; document management; workflow tracking; generate customized reporting; ability to upload documents and other types of information; integration into Customer Relationship Management (CRM) of outside programs Class 035 Class 035 Advertising, Business & Retail Services Business services, namely, providing Customer Relationship Management (CRM) software in the field of insurance and investment industry to assist insurance professionals, financial professionals, and Independent Marketing Organizations with maintaining and consolidating information into one database, namely, providing ability to manage documents; manage client relationships; customize marketing campaigns; return on investment tracking; account aggregation; lead conversion monitoring; asset tracking; maximize office efficiency; maintain action alerts; calendar management; document management; workflow tracking; generate customized reporting; ability to upload documents and other types of information; integration into Customer Relationship Management (CRM) of outside programs Class 042 Computer & Software Services & Scientific Services Computer software that provides web-based access in the field of the insurance and investment industry as it relates to the sale of annuity products, sale of life insurance, and financial planning; computer software that provides web-based access to an Independent Marketing Organization in the field of marketing certain insurance products and services to licensed insurance and investment producers; computer software for use in Customer Relationship Management (CRM) to assist insurance professionals, financial professionals and Independent Marketing Organization with maintaining and consolidating into one database namely, providing ability to manage documents; manage client relationships; customize marketing campaigns; return on investment tracking; account aggregation; lead conversion monitoring; asset tracking; maximize office efficiency; maintain action alerts; calendar management; document management; workflow tracking; generate customized reporting; ability to upload documents and other types of information; integration into Customer Relationship Management (CRM) of outside programs | | | AE CONNECT ADVISORS EXCEL, LLC
86607830 23 Apr 2015 | on 15 Sep 2016 | Downloadable mobile application in the field of insurance and financia... Class 009 Class 009 Computer & Software Products & Electrical & Scientific Products Downloadable mobile application in the field of insurance and financial services for financial services providers and others to be able to connect with each other, share ideas, provide various information, namely news feeds, updates, leaderboard information, calendar information, ideas, case design information, photo feeds, surveys, photographic images, video content, audio content, carrier information, product information, and event information, engage in business networking, and engage in uploading, downloading, accessing, posting, displaying, editing, tagging, blogging, streaming, and linking information | | | IADVISOR INSTANT ACCESS INSTANT SOLUTIONS Advisors Excel, LLC
85583371 29 Mar 2012 | on 10 Mar 2014 | Providing an internet web site portal featuring point of sale tools in... Class 036 Class 036 Insurance & Financial Services The mark consists of the letter "i" in a square design followed by the words advisor. instant access. instant solutions. | | | THE COMPLETE ADVISOR BOOT CAMP Advisors Excel, LLC
85521155 20 Jan 2012 | on 30 Nov 2012 | Training services in the field of insurance and financial planning,Tra... Class 041 Class 041 Education and Entertainment Services The mark consists of the words The Complete Advisor Boot Camp with stylized dog tags hanging from a chain from the T and C in Boot Camp. Underneath are two military styled stripes with a star design in the middle. | |