AXIS WEALTH ADVISORS, LLC DBA AXIS WEALTH ADVISORS
Mark Identification

AXIS WEALTH ADVISORS, LLC DBA AXIS WEALTH ADVISORS

Serial Number

98671854

Filing Date

Jul 29, 2024

Trademark by

MERLING KEVIN R.

Classification Information

Financial advice; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; 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, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Investment advice; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment of funds; Advice relating to investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information in the field of financial planning for employees; Strategic financial advisory services

Insurance and Financial