Trademark Search  /  401 FINANCIAL

401 FINANCIAL

● Live · Registered

U.S. federal trademark · Serial No. 98942736 · Reg. No. 8140788

Mark
401 FINANCIAL
Status
Registered
Serial Number
98942736
Registration No.
8140788
Filing Date
January 7, 2025
Registration Date
February 17, 2026
Class(es)
Class 036

Owners

Jeff Lorenz Financial Services, Inc.
03 · ORANGEVALE, CA
Jeff Lorenz Financial Services, Inc.
03 · ORANGEVALE, CA
Jeff Lorenz Financial Services, Inc.
03 · ORANGEVALE, CA

Goods & Services

Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, electronic transfer of cryptocurrency; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services relating to micro credits, micro finance and energy products; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence by investing in Stock, Bond, ETF, Mutual fund, Insurance products.; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy services; Financial consulting services, namely, expert analysis in finance

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Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.