Trademark Search  /  VERTICALLY INTEGRATED PLANNING

VERTICALLY INTEGRATED PLANNING

● Live · Pending

U.S. federal trademark · Serial No. 97569449

Mark
VERTICALLY INTEGRATED PLANNING
Status
Pending
Serial Number
97569449
Class(es)
Class 036

Owner

Selective Wealth Management, Inc.
03 · Forest, VA, US

Goods & Services

Vertically Integrated Planning speaks to the process of ensuring that all elements of the financial planning process are coordinated with the right parties. This involves ensuring that accountants, lawyers, advisors, insurance agents, clients, and any other required party are in proper coordination and alignment

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