SAFELY STRUCTURED RETIREMENT PLANNING STRATEGIES

LIVE

Updated: 30 Jan 2024

APPLICATION/Under Examination

Serial Number

97910425

Filed: 27 Apr 2023

Owner

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Attorney

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Class 036

Financial, monetary, and insurance services

Stylized Words/Letters

Covers exact words in any format

Description

Consulting and information concerning insurance; Estate planning; Financial consultation in the field of estate planning, retirement planning, wealth management, investment, insurance, asset acquisition; Financial planning; Financial planning for retirement; Financial services, namely, wealth management services; Investment services, namely, asset acquisition, consultation, development and management services

Trademark Coverage Details

Stylized Words/Letters

Words or letters with a specific styling, font, or arrangement.

Mark Literal Elements: SAFELY STRUCTURED RETIREMENT PLANNING STRATEGIES

Standard Character Claim: Yes. The mark consists of standard characters without claim to any particular font style, size, or color.

Mark Drawing Type: 4000 - Stylized Words/Letters

For E-commerce Sellers:

This trademark protects the word(s) in ANY font, style, size, or color. Using these exact words for similar products/services may infringe on this trademark regardless of how you display them.

Classification Information

036

Service Class

Financial, monetary, and insurance services

What this class covers:

This class includes banking, investment, real estate, and insurance services. It covers everything from loans and credit cards to property management and fundraising. If money or financial security is involved, it falls under this category. However, business management services belong in Class 35.

In simple terms: Financial services, including banking, insurance, and investments

First Use in Commerce

31 Dec 2017

First Use Anywhere

31 Dec 2017

Legal History

Status Date	Action Taken
30 Jan 2024	NOTIFICATION OF NON-FINAL ACTION E-MAILED
30 Jan 2024	NON-FINAL ACTION E-MAILED
30 Jan 2024	NON-FINAL ACTION WRITTEN
24 Jan 2024	ASSIGNED TO EXAMINER
25 May 2023	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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