Serial Number
97868340
Owner
Mullervy, SeanAttorney
JASON NOLANFirst Use Date
Apr 3, 2023
Filing Date
Mar 31, 2023
PLAN. INVEST. INSURE. Trademark
Serial Number: 97868340 • Registration: 7317938
Trademark Classes
Owner Contact Info
2881 East Oakland Park Blvd, Suite 115
Fort Lauderdale, FL 33306
Entity Type: 01
Legal Representation
Correspondence Address
Mullervy, Sean
6550 N Federal Hwy, Ste 250
Fort Lauderdale, FL 33308
United States
Trademark Details
Filing Date
March 31, 2023
Registration Date
February 27, 2024
First Use Anywhere
April 3, 2023
First Use in Commerce
April 3, 2023
Goods & Services
Advice on finance during retirement; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, risk management, tax planning, retirement, and wealth management; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information; Financial information provided by electronic means; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, risk management, tax planning, retirement, and wealth management; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Investment advice; Investment advice in the fields of risk management, tax planning, retirement, and wealth management; Investment advisory services; Investment consultation; Investment consultation in the fields of risk management, tax planning, retirement, and wealth management; Investment management in the fields of risk management, tax planning, retirement, and wealth management; Providing financial assessment services to corporate executives, families, healthcare professionals, retirees, and sudden wealth individuals; Providing financial information; Providing financial information via a website; Providing information in the field of finance; Providing information in the field of personal finance
