SP SIMPLE PRO IRA
Mark Identification

SP SIMPLE PRO IRA

Serial Number

97841823

Filing Date

Mar 16, 2023

Trademark by

PCS RETIREMENT LLC

Classification Information

Office functions in the nature of maintaining records of ownership and settlements for transfers of stocks, shares and, securities; record-keeping services for use in regulatory compliance in connections with financial investments; customer relationship management (CMR) services; administrative processing of stock purchase orders for others; billing services; business management services for the financial investment business of others

Advertising and Business

Individual retirement account services; investment advice and consultation in the field of retirement; financial administration of retirement plans for others; financial analysis and consulting; financial planning for retirement; financial asset management; financial advisory services; investment advisory services; financial portfolio analysis services; financial portfolio management; providing employee benefit administrative services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing employee benefit management services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; employee benefit advisory services for retirement plans, multiple employer retirement plans and pooled employer retirement plans; consulting services in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; providing information in the field of retirement plans, multiple employer retirement plans and pooled employer retirement plans; developing, processing and sponsoring retirement plans, multiple employer retirement plans and pooled employer retirement plans; pooled plan provider services for pooled employer retirement benefit plans; financial planning for retirement in the nature of retirement plan, multiple employer retirement plan and pooled employer retirement plan account management services; financial services, namely, retirement consultation and advisory services

Insurance and Financial