WELCY CAPITAL ADVISORS
Mark Identification

WELCY CAPITAL ADVISORS

Serial Number

98007709

Filing Date

May 22, 2023

Trademark by

WELCY CAPITAL ADVISORS

Classification Information

Financial advisor recruitment services

Advertising and Business

Financial services, namely, investment fund transfer and transaction services, investment security services, estate settlement services; wealth management services; investment and financial asset management services, namely, financial asset allocation; investment consultation and investment management services, namely, advising for and management of retirement plans and investments for individuals and families; investment services, namely, cash flow management; financial services, namely, trust administration and estate settlement; estate planning consultation; financial risk management consultation; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; financial planning advice relating to investments and wealth management for individuals and families; financial planning advice relating to investments and wealth management for retirement plans, business transition, education, charitable giving, endowments, and foundations; insurance consultancy services, namely, providing advice in the field of insurance auditing; underwriting, issuance and administration of annuities; financial consultation in the field of cryptocurrency; financial brokerage services for cryptocurrency trading; providing venture capital, development capital, and investment funding; hedge fund investment services; financial brokerage services in the field of securities and commodities investing; Investment advisory services; Private equity fund investment services; Management of private equity funds; Private equity consultant services; Private credit and debt advisory services

Insurance and Financial