Mark Identification

SAFE HARBOR FIDUCIARY, LLC

Serial Number

98369481

Filing Date

Jan 22, 2024

Trademark by

SCOTT R. MCCAGHREN

Classification Information

Financial advice; Financial advice and consultancy services; Investment advice; Investment advice in the fields of securities, bonds, and other financial instruments; Investment advisory services; Investment banking services; Investment brokerage; Investment consultancy; Investment consultation; Investment consultation in the fields of Securities, bonds, and other financial instruments; Investment management; Investment management in the fields of securities, bonds, and other financial instruments; Investment of funds; Investment of funds for others; Investment of funds for others in the fields of securities, bonds, and other financial instruments; Investment risk assessment services; Advice relating to investments; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Capital investment services; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Funds investment; Mutual fund investment; Mutual funds and capital investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information regarding financial investment strategies; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Securities trading and investing services for others via the internet

Insurance and Financial