MONOGRAPH
associated with 0 other trademarks
Investment advisory and wealth planning services, namely, investment product analysis and selection, financial asset allocation, financial portfolio m...

Words that describe this trademark:

asset allocation portfolio  wealth planning  investment advisory  planning investment  product analysis  investment product  allocation  advisory  selection  analysis 

Serial Number:

87601308

Mark:

MONOGRAPH

Status:

Registered

Status Date:

06-19-2018

Filing Date:

Registration Number:

5495987

Registration Date:

06-19-2018

Goods and Services:

Investment advisory and wealth planning services, namely, investment product analysis and selection, financial asset allocation, financial portfolio management and trading, financial investment research, cash flow analysis and management, insurance policy reviews, estate reviews in the nature of financial portfolio reviews, financial retirement plan and healthcare and insurance benefits analysis and coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs Aggregation and reporting of financial data

Mark Description:

N/A

Class:

Insurance

Type of Mark:

Servicemark

Published for Opposition Date:

04-03-2018

Mark Drawing Status:

4

Abandon Date:

N/A

Business Name:

1251 AVENUE OF THE AMERICAS

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