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STRATEGIC FORTUNE WEALTH MANAGEMENT "YOUR FORTUNE, YOUR VALUES"

● Live · Registered

U.S. federal trademark · Serial No. 97535885 · Reg. No. 7477650

Mark
STRATEGIC FORTUNE WEALTH MANAGEMENT "YOUR FORTUNE, YOUR VALUES"
Status
Registered
Serial Number
97535885
Registration No.
7477650
Filing Date
August 4, 2022
Registration Date
August 20, 2024
Class(es)
Class 036

Owners

STRATEGIC FORTUNE WEALTH MANAGEMENT LLC
16 · West Covina, CA, US
STRATEGIC FORTUNE WEALTH MANAGEMENT LLC
16 · West Covina, CA, US
STRATEGIC FORTUNE WEALTH MANAGEMENT LLC
16 · West Covina, CA, US

Goods & Services

Financial advice; Financial advice and consultancy services; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial management; Financial planning consultation; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; 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, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Insurance consultancy; Insurance consultation; Investment consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, money management services

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