Trademark: 88786963
Word
46 PEAKS INVESTMENT ADVISORY GROUP
Status
Pending
Status Code
630
Status Date
Monday, February 10, 2020
Serial Number
88786963
Mark Type
4000
Filing Date
Thursday, February 6, 2020

Trademark Owner History

Classifications
36 Advice on finance during retirement; Advice relating to investments; Advisory services relating to mutual funds; Business, stock option and pension valuation services; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, comprehensive personal wealth management; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis; 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, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation; Financial consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial information and evaluations; Financial investment analysis and stock research; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating personalized strategies for achieving financial independence, etc; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial retirement plan consulting services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; 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, wealth management services; Financial trust planning; Fund investment consultation; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance consultation; Insurance services, namely, insurance eligibility review and verification and consultation in the disability insurance industry; Insurance underwriting consultation; Investment advice; Investment advice in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning.; Investment advisory services; Investment consultation; Investment consultation in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning.; Investment management; Investment management in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning.; Investment of funds; Investment of funds for charitable purposes; Investment of funds for others in the fields of public securities, private investments, corporate and individual retirement plans, estate, charitable, and education planning.; Investment risk assessment services; Management of portfolios comprising securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing financial information; 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, money management services; 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 and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing information in the field of financial stock and equity markets; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing investors with financial information; Public equity investment management; Research related to financial instruments; Trading in securities; Trust management accounts
FORTY SIX PEAKS INVESTMENT ADVISORY GROUP

Trademark Events
Feb 10, 2020
New Application Office Supplied Data Entered In Tram
Feb 10, 2020
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2020-02-22