FELLOWS WEALTH MANAGEMENT
Mark Identification

FELLOWS WEALTH MANAGEMENT

Serial Number

97260606

Filing Date

Feb 9, 2022

Registration Date

Sep 26, 2023

Trademark by

FELLOWS WEALTH MANAGEMENT INC

Active Trademark

Classification Information

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 administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of investment portfolios and employee pension plans; Financial retirement plan consulting services; Financial trust planning; Investment advice; Investment advice in the fields of municipal bonds, securities, retirement and private and public equity; Investment advisory services; Investment consultancy; Investment consultation; Investment consultation in the fields of municipal bonds, securities, retirement and private and public equity; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment consulting; Commodity investment advice; Consultancy of capital investment; Financial consulting services, namely, advising others regarding intellectual property 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; 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; Fund investment consultation; Global investment research services; Information, advisory, consultancy and financial research services relating to finance and investments; Monitoring financial markets for investment purposes; 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, commentary and advice in the field of finance, financial investments and financial valuations

Insurance and Financial