FINANCIAL ADVOCATE

LIVE

Updated: 26 Jan 2024

APPLICATION/Awaiting Examination

Serial Number

98309184

Filed: 11 Dec 2023

Owner

Loading owner data...

Attorney

Loading attorney data...

Class 036

Financial, monetary, and insurance services

Stylized Words/Letters

Covers exact words in any format

Description

investment consultation in the fields of estate planning, trusts, and retirement; estate planning; providing information in the field of estate planning; consulting services in the field of retirement planning; investment advisory and consultancy services; investment planning; investment data analysis; investment analysis, namely, compiling and analyzing statistics, data, and other sources of information for investment purposes; investment evaluation, tracking, analysis, forecasting, consultancy, advisory and research services for families and corporations; cash flow services, namely, analyzing cash flow; investment services, namely, asset acquisition, consultation, advisory, development and management services; real estate investment advisory services; strategic investment advisory services; investment consultancy services, namely, the creation of personalized strategies to achieve monetary independence; investment planning services, namely, developing and managing assets on behalf of wealthy individuals or families; advice and compliance relating to income tax; real estate funds investment services; real estate investment consultancy

Trademark Coverage Details

Stylized Words/Letters

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

Mark Literal Elements: FINANCIAL ADVOCATE

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

27 Feb 2018

First Use Anywhere

27 Feb 2018