THE EFFICIENT PORTFOLIO
Mark Identification

THE EFFICIENT PORTFOLIO

Serial Number

90840818

Filing Date

Jul 21, 2021

Registration Date

Jan 10, 2023

Trademark by

U.S. PRIVATE WEALTH LLC

Active Trademark

Classification Information

Financial portfolio analysis services; Financial portfolio management; Financial management in the field of investment portfolios; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Insurance and Financial