DECADES OF GUIDANCE. GENERATIONS EMPOWERED.
Mark Identification

DECADES OF GUIDANCE. GENERATIONS EMPOWERED.

Serial Number

97195082

Filing Date

Dec 29, 2021

Registration Date

Jan 24, 2023

Trademark by

FINANCIAL SYNERGISTICS GROUP INC.

Active Trademark

Classification Information

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial planning and investment advisory services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment 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, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; 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 consulting services, namely, expert analysis in finance; Financial investment analysis and stock research; Financial portfolio analysis services; Insurance and financial information and consultancy services; Insurance brokerage in the field of life, disability and long term care; Insurance information; Insurance information and consultancy; Insurance underwriting consultation; Life insurance brokerage; Providing financial assessment services to individuals, families, business owners, and businesses; Providing financial consultation services to individuals, families, business owners, and businesses; Providing financial information services to individuals, families, business owners, and businesses; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in insurance matters; Strategic financial advisory services; Strategic corporate financial advisory services

Insurance and Financial