Mark Identification

GUIDING YOU TO YOUR FINANCIAL SUMMIT

Serial Number

98846982

Filing Date

Nov 11, 2024

Trademark by

VIVIANO JOSEPH PAUL

Classification Information

Financial services in the nature of an investment security; Financial services in the nature of precious metals trading; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, gold trading; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, savings programs for youths; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, Wealth Management for Retirees; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial investment brokerage services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Broker-dealer financial services in the field of Wealth Management; Insurance and financial information and consultancy services; 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 financial advisory services; Providing financial assessment services to Individuals and Retirees; Strategic financial advisory services

Insurance and Financial