Serial Number
98182168
Owner
Financial Synergistics Group, Inc.Attorney
Karen Schuller BoardmanFirst Use Date
Jun 30, 1996
Filing Date
Sep 15, 2023
FSG Trademark
Serial Number: 98182168 • Registration: 7488737
Trademark Classes
Owner Contact Info
180 E Main Street, Suite 206
Tustin, CA 92780
Entity Type: 03
Legal Representation
Trademark Details
Filing Date
September 15, 2023
Registration Date
August 27, 2024
First Use Anywhere
June 30, 1996
First Use in Commerce
June 30, 1996
Published for Opposition
June 11, 2024
Goods & Services
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial analysis and research services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial consulting services, namely, expert analysis in finance; 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 portfolio analysis 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; 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 services with respect to securities and other financial instruments and products, namely, money management services; 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 information in insurance matters; Strategic corporate financial advisory services; Strategic financial advisory services