"WEALTH HAS MEANING"
Mark Identification

"WEALTH HAS MEANING"

Serial Number

77404377

Filing Date

Feb 22, 2008

Registration Date

Sep 23, 2008

Trademark by

WHM CAPITAL ADVISORS LLC

Classification Information

Financial services in the field of money lending; Financial services in the nature of an investment security; 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, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, estate settlement services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Public equity investment management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Online financial planning services

Insurance and Financial