MEET THE PORTFOLIO MANAGER Trademark

Serial Number: 99138216 • Registration: 8141414

MEET THE PORTFOLIO MANAGER is a trademark filed by Moran Wealth Management, LLC on April 15, 2025. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Moran Wealth Management, LLC (9 trademarks)

5801 Pelican Bay Blvd. Ste. 110
Naples, FL 34108

Entity Type: 16

Legal Representation

Attorney of Record

Jeanne L. Seewald

772 trademarks filed View all →

Correspondence Address

Jeanne L. Seewald Hahn Loeser & Parks LLP

5811 Pelican Bay Blvd. Suite 650

Naples, FL 34108

United States

Trademark Details

Filing Date

April 15, 2025

Registration Date

February 17, 2026

First Use Anywhere

March 20, 2016

First Use in Commerce

March 20, 2016

Published for Opposition

December 30, 2025

Goods & Services

Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information