TAKING PLANNING PERSONALLY
Mark Identification

TAKING PLANNING PERSONALLY

Serial Number

87257079

Filing Date

Dec 5, 2016

Registration Date

Jul 11, 2017

Trademark by

WADDELL & REED INC.

Active Trademark

Classification Information

Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage

Insurance and Financial