Trademark Search  /  GOALS-BASED PLANNING

GOALS-BASED PLANNING

● Live · Registered

U.S. federal trademark · Serial No. 88420814 · Reg. No. 6020767

Mark
GOALS-BASED PLANNING
Status
Registered
Serial Number
88420814
Registration No.
6020767
Filing Date
May 8, 2019
Registration Date
March 24, 2020
Class(es)
Class 036, Class 042

Owners

Horizon Investments, LLC
16 · Charlotte, NC, US
Horizon Investments, LLC
16 · Charlotte, NC, US

Goods & Services

Providing a web-based service featuring technology that enables users to receive financial planning, consulting, and investment analysis

Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals

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