PEARL PLANNING NO GRIT. NO PEARL.
Mark Identification

PEARL PLANNING NO GRIT. NO PEARL.

Serial Number

88663243

Filing Date

Oct 22, 2019

Registration Date

Jun 2, 2020

Trademark by

PEARL PLANNING LLC

Active Trademark

Classification Information

Business consulting services in the field of philanthropic strategies; Human capital management services, namely, outsourcing services in the nature of arranging service contracts for others; Business organization and management consulting; Business management consultancy and advisory services; Business tax planning and consultation services; Business succession planning and consultation services; Providing a website featuring information in the field of business consulting; Providing a website featuring information about taxation planning

Advertising and Business

Providing a website featuring information in the field of financial planning, wealth management, financial planning for retirement planning, social security claims administration, financial investing, debt management, income planning, life insurance, annuities, and legacy estate planning; Financial consultancy and advisory services; Financial planning consultation; Financial planning implementation services; Financial trust planning; Financial planning and investment advisory services; Securities brokerage; Investment consultation; Investment management services in the field of acquiring joint ventures; Cash flow planning; Financial portfolio management; Financial planning services, namely, consultation and planning in the fields of financial retirement planning, wealth management, wealth transfer, philanthropic giving relating to charitable fundraising, estate succession and legacy planning; Insurance planning, namely, life insurance consultation; Financial due diligence

Insurance and Financial