About 30,000 Trademarks found for “planmember financial corporation”

financial services in the nature of financial planning, investment planning, and retirement planning services; online financial services in the nature of financial planning, investment planning, and retirement planning services

Platform as a service (PAAS) featuring computer software platforms for independent financial professionals for managing and opening retirement accounts, for managing and making investments, for accessing marketing materials and educational offerings, for connecting with financial advisors and sales support, for accessing financial planning services, and for accessing educational materials in the field of financial planning and strategies; Providing temporary use of online non-downloadable computer application software for independent financial professionals for managing and opening retirement accounts, for managing finances, for accessing marketing materials, for accessing sales support, for accessing customer service, for accessing client data and for accessing educational offerings in the field of financial planning and strategies

Educational services, namely, providing training and seminars to financial advisors related to building a fee based business in the field of investments and retirement planning and distributing course materials in written and computerized form in connection therewith

Educational services, namely, providing training and seminars to financial advisors related to building a fee based business in the field of investments and retirement planning and distributing course materials in written and computerized form in connection therewith

PLAN MEMBER PEP

Financial planning, management, and advisory services, namely, selecting, monitoring, managing and reporting on a retirement plan investment offerings, mutual fund portfolios, and a collection of individual mutual funds; Financial administration of retirement plans for employers; financial planning services, namely, retirement plan fiduciary services for employers involving a pooled retirement plan of multiple employers; Financial administration of retirement plans that allow employers to pool assets with other employers to efficiently offer plans, including 401K plans, to their employees and limit employer's liability and cost

Platform as a service (PAAS) featuring computer software platforms for financial centers to manage their business and the business conducted in connection with each financial center, namely, platforms to view business summaries of their independent financial professionals, to generate reports by product or by employer group, to review sales and rollover reports, to track goals, track new client activity

"FINANCIAL CORPORATION"

PLAN MEMBER ELITE

PLAN MEMBER ONLINE

The mark consists of stylized letters "CNB" positioned to the left of the words "FINANCIAL CORPORATION" in a stacked format.

PLAN MEMBER SELECT