RETIREMENT INCOME DESIGN EXPERIENCE
Mark Identification

RETIREMENT INCOME DESIGN EXPERIENCE

Serial Number

86397796

Filing Date

Sep 17, 2014

Registration Date

Apr 21, 2015

Trademark by

VERTEX CAPITAL ADVISORS LLC

Active Trademark

Classification Information

Financial planning and investment advisory services; financial information, evaluation, and advisory services; financial advisory and consultancy services; financial administration of retirement plans; financial analysis, consultation and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial investment analysis and stock research; financial management; financial management; consulting and information concerning insurance; financial portfolio management; financial portfolio analysis services; financial research and information services; financial research and business equity research services; financial risk management; financial trust planning; investment consultation, and investment management services; management of portfolios comprising securities; monitoring financial markets for investment purposes; mutual fund advisory services; mutual fund analysis services; [ mutual fund development services; ] mutual fund investment; mutual fund planning 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 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, providing financial market news and commentary; providing information in insurance matters; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information, commentary and advice in the field of finance, financial investments and financial valuations; providing information in the field of financial stock and equity markets; providing stock/securities market information; insurance administration; insurance agency; insurance brokerage; insurance consultancy; and strategic financial advisory services

Insurance and Financial