PERPETUAL SUITABILITY
Mark Identification

PERPETUAL SUITABILITY

Serial Number

88631282

Filing Date

Sep 25, 2019

Registration Date

Aug 17, 2021

Trademark by

PACIFIC FINANCIAL GROUP LLC

Active Trademark

Classification Information

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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, providing surveillance of client accounts; Financial analysis and research services; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial assessment services to financial professionals and financial institutions; Providing financial consultation services to financial professionals and financial institutions; Providing financial information services to financial professionals and financial institutions; Providing an internet website portal in the field of financial transaction and payment processing services; Strategic financial advisory services

Insurance and Financial