FINANCIAL CONSULTING ADVISORY SERVICES

Brand Owner (click to sort) Address Description
AMERICAN INTERSTATE FINANCIAL SERVICES AMERICAN INTERSTATE BANCORP 500 NEWPORT CENTER DR. NEWPORT BEACH CA 92660 FINANCIAL CONSULTING AND ADVISORY SERVICES;INTERSTATE FINANCIAL SERVICES;
AST OWNERSHIP INTELLIGENCE AMERICAN STOCK TRANSFER & TRUST COMPANY 6201 15th Avenue Brooklyn NY 11219 Financial consulting and advisory services, namely, investor communications and engagement services rendered to issuers of investment securities, excluding (i) any pooled investment vehicle or investment company registered, or exempt from registration, under the Investment Company Act of 1940, as amended, and (ii) investment advisory services provided to and/or managing of any pooled investment vehicle or investment company registered, or exempt from registration, under the Investment Company Act of 1940;AMERICAN STOCK TRANSFER OWNERSHIP INTELLIGENCE;Business consulting and advisory services, namely, providing information and analysis on investors, capital markets, and credit markets to issuers of investment securities, excluding (i) any pooled investment vehicle or investment company registered, or exempt from registration, under the Investment Company Act of 1940, as amended, and (ii) investment advisory services provided to and/or managing of any pooled investment vehicle or investment company registered, or exempt from registration, under the Investment Company Act of 1940;Regulatory compliance consulting in the field of stock ownership, tax, corporate governance, proxy solicitation, and escheatment;
ASTRINA ASTRINA INC. 55 UNION PLACE, SUITE 200 SUMMIT NJ 07901 Financial consulting and advisory services; intellectual property valuation consulting; venture capital advisory services; investment advisory services;Business management and advisory consulting; business strategy consulting;Litigation support services, intellectual property consulting;
ASTRINA Astrina 55 Union Place, Suite 200 Summit NJ 07901 Financial consulting and advisory services; intellectual property valuation consulting; venture capital advisory services; investment advisory services;Business management and advisory consulting; business strategy consulting;Litigation support services, intellectual property consulting;
BEYONDGLOBAL BEYONDGLOBAL 10 ROCKEFELLER PLAZA SUITE 720 NEW YORK NY 10020 Financial consulting and advisory services; investment advisory services; financial services, namely, raising debt and equity capital for others; financial research and analysis services; financial information services, namely, providing information to businesses and individuals in the field of financial trends that affect global financial markets;BEYOND GLOBAL;Business strategic planning and business advisory services in the fields of macroeconomic and geopolitical trends that affect global financial markets; business strategic planning and business advisory services for banking and financial institutions, namely, providing business development services in the form of lead generation and marketing consultation for investment products and services; business information services, namely, providing information to businesses and individuals in the fields of macroeconomic and geopolitical trends that affect global financial markets;
BEYONDGLOBAL Beyond Global 10 Rockefeller Plaza, Suite 720 New York NY 10020 Financial consulting and advisory services; investment advisory services; financial services, namely, raising debt and equity capital for others; financial research and analysis services; financial information services, namely, providing information to businesses and individuals in the field of financial trends that affect global financial markets;BEYOND GLOBAL;Business strategic planning and business advisory services in the fields of macroeconomic and geopolitical trends that affect global financial markets; business strategic planning and business advisory services for banking and financial institutions, namely, providing business development services in the form of lead generation and marketing consultation for investment products and services; business information services, namely, providing information to businesses and individuals in the fields of macroeconomic and geopolitical trends that affect global financial markets;
BRING IT TO THE TABLE THE PRUDENTIAL INSURANCE COMPANY OF AMERICA 751 Broad Street Newark NJ 07102 Financial consulting and advisory services;
BUSINESS REGENERATION PRICE WATERHOUSE LLP 1301 Avenue of the Americas New York NY 10019 Financial consulting and advisory services;Business management consulting services, namely, strategic and operational change consulting services;
CFOKNOWS CFOKnows 10 Springdale Lock Rochester NY 14534 Financial consulting and advisory services;[Business advisory and consulting services in the fields of data warehousing, strategic sourcing, implementation of electronic procurement systems, supply chain management, procurement infrastructure and information systems related to the procurement function of companies];[Data warehousing services for others];
DINNER TABLE TALK THE PRUDENTIAL INSURANCE COMPANY OF AMERICA 751 Broad Street Newark NJ 07102 Financial consulting and advisory services;
FREEDOM ONE CAPFINANCIAL PARTNERS, LLC DBA CAPTRUSTFINANCIAL ADVISORS 4208 Six Forks Road Suite 1700 Raleigh NC 27609 FINANCIAL CONSULTING AND ADVISORY SERVICES, ESTATE PLANNING SERVICES, FINANCIAL PLANNING SERVICES, [ MORTGAGE BROKERAGE SERVICES ] AND RETIREMENT PLAN ADMINISTRATION SERVICES;FREEDOM 1;
GROW WITH US Merriman Curhan Ford & Co. 600 California Street, 9th Floor San Francisco CA 94108 FINANCIAL CONSULTING AND ADVISORY SERVICES, NAMELY, CORPORATE FINANCING SERVICES, NAMELY, MERGER AND ACQUISITION FINANCING AND ADVISORY AND INVESTMENT BROKERAGE SERVICES; FINANCIAL SPONSORSHIP IN CONNECTION WITH PRIVATE AND PUBLIC OFFERINGS RELATING TO FINANCIAL INSTRUMENTS; FINANCIAL INFORMATION AND INVESTMENT BANKING; INVESTMENT BROKERAGE, ADVICE AND CONSULTATION; AND THE PRIVATE BROKERAGE OF UNREGISTERED SECURITIES;
HIGH COUNTRY AIR SERVICE High Country Air Service P.O. Box 91916 Albuquerque NM 87199 Financial consulting and advisory services in the field of aircraft ownership;Consulting and advisory services in the field of business management, namely, aircraft management for others; Business consulting and advisory services in the field of aircraft ownership;AIR SERVICE;
INDEPENDENT FINANCIAL PLANNING FOR YOUR FINANCIAL INDEPENDENCE CUNNINGHAM, JOCELYN 2770 Bungalow Court San Jose CA 95125 FINANCIAL CONSULTING AND ADVISORY SERVICES;
KESTRA KESTRA FINANCIAL, INC. BUILDING 2 SUITE 125 1250 CAPITAL OF TEXAS HIGHWAY SOUTH Austin TX 78746 Financial consulting and advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; financial retirement plan consulting and administration services; providing a web site featuring financial and stock market research information in order to assist financial professionals in the management of financial investments; providing information and advice in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing a resource website featuring information in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing information and analysis in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; financial analysis and research services;
KESTRA FINANCIAL KESTRA FINANCIAL, INC. BUILDING 2 SUITE 125 1250 CAPITAL OF TEXAS HIGHWAY SOUTH Austin TX 78746 Financial consulting and advisory services in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; financial retirement plan consulting and administration services; providing a web site featuring financial and stock market research information in order to assist financial professionals in the management of financial investments; providing information and advice in the fields of finance, financial investments, financial valuations, and the financial aspects of retirement; providing a resource website featuring information in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; providing information and analysis in the fields of wealth management, insurance brokerage, financial investments, managed accounts, mutual funds, securities, annuities, hedge funds, options, retirement plans, investment advice, and financial planning; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; financial analysis and research services;FINANCIAL;
LINK GROUP NETWORK AMERICAN STOCK TRANSFER & TRUST COMPANY 6201 15th Avenue Brooklyn NY 11219 Financial consulting and advisory services, namely, transfer agency services rendered to issuers of securities, employee stock plan administration, and investment management services;Business consulting and advisory services in the field of corporate governance, proxy solicitation, and information agency;GROUP NETWORK;
NORTH AMERICAN BANCORP NORTH AMERICAN BANCORP 1801 CENTURY PARK EAST 16TH FL. LOS ANGELES CA 90067 FINANCIAL CONSULTING AND ADVISORY SERVICES;
OWNERSHIP INTELLIGENCE AMERICAN STOCK TRANSFER & TRUST COMPANY 6201 15th Avenue Brooklyn NY 11219 financial consulting and advisory services, namely, investor communications and engagement services rendered to issuers of investment securities, excluding any pooled investment vehicle or investment company registered, or exempt from registration, and investment advisory services provided to any pooled investment vehicle or investment company registered, or exempt from registration; business consulting and advisory services, namely, providing financial information and analysis to issuers of investment securities on investors, capital markets, and credit markets, excluding any pooled investment vehicle or investment company registered, or exempt from registration; investment advisory services provided to any pooled investment vehicle or investment company registered, or exempt from registration;business consulting and advisory services, namely, providing business information and analysis to issuers of investment securities on investors who purchase, sell, or otherwise transact in such investment securities and business information and analysis of capital markets and credit markets, excluding any pooled investment vehicle or investment company registered, or exempt from registration;regulatory compliance consulting in the field of stock ownership, tax, corporate governance, proxy solicitation, and escheatment;
QSI INDEX Meketa Investment Group, Inc. 100 Lowder Brook Drive, Suite 1100 Westwood MA 02090 Financial consulting and advisory services, namely, design and implementation of investment allocation strategies, including model-based or index-based strategies, based on macroeconomic factors, namely, geopolitical, governmental, and market-stability or crisis-potential, political and economic indicators in the nature of inflation, deflation, stagflation, currency risk, interest-rate risk, and growth;INDEX;
QUALITY, STABILITY & INCOME Meketa Investment Group, Inc. 100 Lowder Brook Drive, Suite 1100 Westwood MA 02090 Financial consulting and advisory services, namely, design and implementation of investment allocation strategies, including model-based or index-based strategies, based on macroeconomic factors, namely, geopolitical, governmental, and market-stability or crisis-potential, political and economic indicators in the nature of inflation, deflation, stagflation, currency risk, interest-rate risk, and growth;QUALITY, STABILITY AND INCOME;
RIGHT OF THE DOT RIGHTOFTHEDOT 2051 Waters Edge Drive Pompano Beach FL 33062 Financial consulting and advisory services, namely, financial consulting and advisory services in the field of new and existing top level domain name brokerage and auction strategy, corporate expansion and growth planning, domain name investment and development; financial consulting and advisory services in the field of maximum top level domain name monetization;Business consulting and advisory services, namely, marketing and sales strategy for new top level domains, generic top level domains (gTLDs), existing top-level domains (TLDs), country code top-level domains (ccTLDs) and internationalized domain names (IDNs); business consulting and advisory services in the field of brand protection and strategic analysis for domain name registries, registrars and corporations; business consulting and advisory services in the field of new and existing top level domain name brokerage and auction strategy, corporate expansion and growth planning, domain name investment and development; business consulting and advisory services in the field of mergers, acquisitions and successful exit strategies; business consulting and advisory services in the field of maximum top level domain name monetization; business consulting and advisory services in the field of premium domain name and top level domain name brokerage and stealth acquisition services;
ROGERS THEOBALD ROGERS & THEOBALD, P.A. Suite 850 Phoenix AZ 85016 Financial consulting and advisory services, namely-- investment banking services; merger and acquisition advisory services; corporate financial advisory services; turnaround and corporate restructuring services; financial analysis and planning services;
THE POWER IS IN THE TEAM PRICEWATERHOUSECOOPERS LLP 300 Madison Avenue New York NY 10017 financial consulting and advisory services, all in the fields of corporate finance, business recovery, dispute analysis and investigation, mergers and acquisitions, project finance and privatization, and valuation and shareholder value;
THE POWER OF PURPOSE Because 36 South Washington Street Suite 200 Hinsdale IL 60521 Financial consulting and advisory services, namely, corporate financing services, namely, venture capital financing, merger and acquisition financing and advisory services; financial valuation services in the areas of business enterprises, assets, inventories, equipment and real estate; investment analysis and consultation; investment management services; financial planning services; financial risk management consultation; business finance procurement services; financial transaction services, namely, investment fund and investment securities transaction services; investment banking services; investment management services; security services, namely, guaranteeing loans; venture capital services, namely, providing financing to emerging and start-up companies; assuming financial risk of others by entering into options and swaps; credit and financial consultation; financial loan consultation; financial due diligence; financial exchange; financial guarantee and surety; financially-guaranteed financing; consultation in the field of investor relations, and broker/analyst/investor networking; dissemination of financial information; online retail store services providing financial consulting and advisory services; online retail store services providing venture capital financing and business loans; providing online information and advice concerning investing, finances, business development, and business management;Business management, consulting and advisory services in the fields of corporate development, corporate social responsibility, financing, alliances, joint ventures, mergers, acquisitions, trade sales, initial public offerings, human capital management, interim management, human resources and recruitment, logistics, sales techniques, marketing, advertising, market research and analyses, public relations, accounting, business auditing, and tax; business research and corporate strategic development in the areas of corporate development, corporate social responsibility, financing, alliances, joint ventures, mergers, acquisitions, trade sales, initial public offerings, human capital management, interim management, human resources and recruitment, logistics, sales techniques,marketing, advertising, market research and analyses, public relations, accounting, business auditing, and tax; creation of strategies for developing businesses and business management; providing an online computer website that provides business management, consulting, and advisory services; dissemination of advertising for others via the Internet; providing online information and advice concerning business development and business management;
TIP PENSION PORTFOLIO ADVISORS, INC. 5435 Corporate Drive Suite 150 Troy MI 480987525 FINANCIAL CONSULTING AND ADVISORY SERVICES;
 

Where the owner name is not linked, that owner no longer owns the brand

   
Technical Examples
  1. The invention provides consumers with the services of multiple cards or accounts while allowing consumers to carry a single card, transponder, code and/or other access device. Because the card may access combined services such as financial transaction services and transportation services, the system may facilitate charging the financial account for the transportation services. The system may allow the consumer to use loyalty points or geographic based loyalty points to pay for the transportation services. The system may also limit the use of certain loyalty points based upon the geographic area for certain transportation services in certain geographic areas.