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FSG

● Live · Registered

U.S. federal trademark · Serial No. 98182168 · Reg. No. 7488737

Mark
FSG
Status
Registered
Serial Number
98182168
Registration No.
7488737
Filing Date
September 15, 2023
Registration Date
August 27, 2024
Class(es)
Class 036

Owners

Financial Synergistics Group, Inc.
03 · Tustin, CA, US
Financial Synergistics Group, Inc.
03 · Tustin, CA, US
Financial Synergistics Group, Inc.
03 · Tustin, CA, US

Goods & Services

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance and financial information and consultancy services; Insurance brokerage in the field of life, disability, and long term care; Insurance information and consultancy; Insurance underwriting consultation; Life insurance brokerage; Providing financial assessment services to individuals, families, business owners, and businesses; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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 insurance matters; Strategic corporate financial advisory services; Strategic financial advisory services

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