STRONGBRIDGE WEALTH ADVISORS
Mark Identification

STRONGBRIDGE WEALTH ADVISORS

Serial Number

88004615

Filing Date

Jun 18, 2018

Registration Date

Feb 18, 2020

Trademark by

NEWTON JEREMY

Active Trademark

Classification Information

Financial advice; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information and advisory services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial investment analysis and stock research; Financial loan consultation; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, planning for achieving a financial goal; Financial planning, namely, retirement planning; Financial planning, namely, planning for college savings; Financial planning, namely, taxation strategies for business owners; Financial planning, namely, estate planning strategies; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial portfolio analysis services; Financial retirement plan consulting services; Financial risk assessment services; Financial securities exchange services; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, estate settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Insurance consulting in the field of life insurance; Insurance and financial information and consultancy services; Mutual fund analysis services; Mutual fund investment; Mutual fund planning services; Mutual funds and capital investment; Providing financial information; 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, trading of and investments in securities and financial instruments and products for others; Providing information on trading options and on profiting from the time delay of options; Providing information and research in the field of finance and financial investments; Providing information in the field of employee financial benefit plans; Strategic financial advisory services; Establishing mutual funds for others

Insurance and Financial