WALL ST ALLIANCE
Mark Identification

WALL ST ALLIANCE

Serial Number

87496920

Filing Date

Jun 20, 2017

Registration Date

Jun 18, 2019

Trademark by

WALL STREET ALLIANCE INC.

Active Trademark

Classification Information

Estate planning; Estate trust planning; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, comprehensive cash flow and tax planning; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial trust planning; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Investment management; Investment advice; Investment advisory services; Investment of funds; Advice relating to investments; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management consultation; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Life insurance underwriting; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing investors with financial information; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans

Insurance and Financial