Trademark: 98328516
Word
WILLIS FINANCIAL SERVICES
Status
Pending
Status Code
630
Status Date
Friday, December 22, 2023
Serial Number
98328516
Mark Type
4000
Filing Date
Friday, December 22, 2023

Trademark Owner History

Classifications
36 Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice relating to income tax; Financial advice relating to tax; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, commodity trading and managed futures advisory and management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, investment fund transfer and transaction services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Providing financial information; 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 financial planning; Providing information in the field of financial stock and equity markets; Providing information regarding financial investment strategies; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information; Strategic financial advisory services
35 Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Tax consulting services; Tax filing services; Tax preparation; Income tax consultation; Income tax preparation; Management of tax files

Trademark Events
Apr 5, 2024
New Application Office Supplied Data Entered
Dec 22, 2023
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24