Serial Number
97195069
Owner
Financial Synergistics Group, Inc.Attorney
Karen Schuller BoardmanFirst Use Date
Mar 1, 1986
Filing Date
Dec 29, 2021
FINANCIAL SYNERGISTICS Trademark
Serial Number: 97195069
Trademark Classes
Owner Contact Info
180 E Main Street, Suite 206
Tustin, CA 92780
Entity Type: 03
Legal Representation
Trademark Details
Filing Date
December 29, 2021
Registration Date
Not Registered
First Use Anywhere
March 1, 1986
First Use in Commerce
January 2, 2018
Goods & Services
Financial advisory and consultancy services; Financial analysis and research services; Financial consultancy and insurance consultancy; 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 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; Financial consulting services, namely, expert analysis in finance; Financial portfolio analysis 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 consultation services to individuals, families, business owners, and businesses; Providing financial information 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 information in insurance matters; Strategic financial advisory services; Strategic corporate financial advisory services
