OAKHEART FINANCIAL GROUP
Mark Identification

OAKHEART FINANCIAL GROUP

Serial Number

87756806

Filing Date

Jan 16, 2018

Registration Date

Mar 26, 2019

Trademark by

OFG LLC

Active Trademark

Classification Information

Brokerage in the field of stocks, mutual funds and other securities; Consumer lending services; Financial administration of retirement accounts, management services, IRA rollover and 401(k) rollover and enrollment; Financial analysis and consultation; Financial planning consultation; Financial research and information services; Financial risk management; Financial trust operations; Financial advisory and consultancy services, namely, IRA rollover and 401(k) rollover and enrollment; Financial advisory and consultancy services, namely, advice relating to investments, asset management and cash management; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Investment management of and distribution of annuities; Investment of funds for others; Mutual fund distribution; Mutual fund investment; Providing on-line financial calculators; Providing stock/securities market information; Trust services, namely, investment and trust company services; Financial portfolio management; Financial services, namely, wealth management services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; 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

Insurance and Financial