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SMALL WORLD WEALTH MANAGEMENT

● Live · Registered

U.S. federal trademark · Serial No. 90018109 · Reg. No. 6523155

Mark
SMALL WORLD WEALTH MANAGEMENT
Status
Registered
Serial Number
90018109
Registration No.
6523155
Filing Date
June 24, 2020
Registration Date
October 19, 2021
Class(es)
Class 036

Owners

Small World Wealth Management, Inc,
03 · Poughkeepsie, NY, US
Small World Wealth Management, Inc,
03 · Poughkeepsie, NY, US
Small World Wealth Management, Inc,
03 · Poughkeepsie, NY, US

Goods & Services

Financial administration of retirement plans; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and research services; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial evaluation for insurance purposes; Financial forecasting; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment analysis and stock research; Financial investment brokerage; Financial management; Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research and information services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial trust operations; Financial trust planning; Conducting financial feasibility studies; Electronic financial trading services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; 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 a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing investors with financial information; Research related to financial instruments; Strategic financial advisory services; Strategic corporate 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.