Filed Aug. 26, 2025

Serial No. 99358666

Examining Attorney null

Class Financial advice; Financial planning; Financial consulting; Financial planning consultation; Financial investment brokerage; Financial risk management; Financial portfolio management; Financial advisory services; Financial securities brokerage; Financial consultancy services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning for retirement; Strategic financial advisory services; Financial risk management consultation; Financial investment brokerage services; Financial analysis and consultation; Financial management for businesses; Financial wealth management services; Financial advice on retirement; Financial securities brokerage services; Providing financial advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial consultancy and insurance consultancy; Financial advice relating to retirement; Financial management relating to investments; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial administration of group insurance plans; Financial administration of employee benefit plans; Providing information regarding financial investment strategies; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Insurance and financial information and consultancy services; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of financial planning; Providing financial risk assessment services for the mitigation of risk of loss and damage for insurance and financial purposes; Insurance consultation; Insurance agencies; Insurance consultancy; Insurance brokerage; Insurance brokerage services; Life insurance brokerage; Insurance risk management; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance information and consultancy; Insurance agency and brokerage; Providing life insurance information; Consulting and information concerning insurance; Financial evaluation for insurance purposes; Brokerage advisory services relating to insurance; Providing information in the field of wealth management; Investment advisory services; Mutual fund advisory services; Financial information and advisory services; 100; 101; 102

Case Type Service mark