Filed Feb. 18, 2025

Serial No. 99046563

Examining Attorney null

Class Financial management in the field of investment portfolios; Financial planning; Financial risk management; Financial risk management consultation; Investment brokerage; Financial loan consultation; Credit and financial consultation; Debt management services; Debt management consultation; Financial retirement plan consulting services; Financial planning for retirement; Financial administration of retirement plans; Estate planning; Estate trust planning; Financial trust planning; Trust services, namely, investment and trust company services; Trading in securities; Estate trust management; Reinsurance brokerage services in the field of personal insurance, disability insurance, liability insurance, and life insurance insurance; Providing information regarding financial investment strategies; Providing insurance information in the field of personal, disability, liability, and life insurance; Providing information in the field of financial planning; Providing information in the field of wealth management; Providing information in the field of estate planning; Providing financial information via a website; Providing information in the field of personal finance via a website; Financial information provided by electronic means; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial information provided by electronic means in the field of finance, investment, financial planning, and investment strategy; 100; 101; 102

Case Type Service mark