CONSULTIVA
Mark Identification

CONSULTIVA

Serial Number

97478797

Filing Date

Jun 28, 2022

Trademark by

CONSULTIVA WEALTH MANAGEMENT CORP.

Classification Information

Business management; Business management advice; Business management analysis; Business supervision; Business management supervision; Business records management; Business risk management; Financial statement preparation and analysis for businesses; Outsource service provider in the field of business management; Providing and updating a financial index of securities values and classification, analysis, and reporting thereof

Advertising and Business

Advice relating to investments; Advisory services relating to credit and debit control, investment, grants and financing of loans; Assessing insurance claims; Assessment and management of real estate; Financial advisory and consultancy services; 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 investment analysis and stock research; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial restructuring services; Financial retirement plan consulting services; Financial risk assessment services; Financial data analysis; Fiscal valuations and assessments; Global investment research services; Investment advice; Investment advisory services; Investment management; Investment risk assessment services; Providing financial assessment services to endowments, pension funds, corporate reserves, insurance companies, welfare plans, state government entities, retirement plans (401k, 403B and 1081.01), families, individuals and credit unions; 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, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services

Insurance and Financial