Serial Number
86421624
Owner
Confidential Planning I, LLC.First Use Date
Jan 1, 2007
Filing Date
Oct 13, 2014
MULTICHOICE Trademark
Serial Number: 86421624 • Registration: 4779219
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Confidential Planning I, LLC.
507 Plum Street, Suite 120
SYRACUSE, NY 13204
UNITED STATES
Trademark Details
Filing Date
October 13, 2014
Registration Date
July 21, 2015
First Use Anywhere
January 1, 2007
First Use in Commerce
January 1, 2007
Cancellation Date
February 6, 2026
Goods & Services
Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, providing financial advice to 403(b) retirement plan participants; Financial retirement plan consulting services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing financial assessment services to 403(b) retirement plan sponsors and participants; Providing financial consultation services to school districts, hospitals, universities, and non-profit organizations
