Serial Number
86197140
Owner
ASSETMARK, INC.Attorney
Susan E. HollanderFirst Use Date
May 16, 2014
Filing Date
Feb 18, 2014
PURPOSE-BASED PLANNING Trademark
Serial Number: 86197140
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
February 18, 2014
Registration Date
Not Registered
First Use Anywhere
May 16, 2014
First Use in Commerce
May 16, 2014
Published for Opposition
July 1, 2014
Goods & Services
Financial services, namely, investment counseling and portfolio management; financial and investment services, namely, investment advisory, consultation, and management services; financial planning services; wealth management; fund management, namely, management of mutual funds; financial asset management; alternative investment management; strategic investment management and investment consultation services in all asset classes, including fixed-income products, equities, alternative investments, and commodities; financial risk management consultation; custodial services in the nature of financial trust operations; investment management services and investment of funds and assets of others, capital investment services, and financial transaction services, namely, securities trading for others, investment fund transfer and transaction services, and assisting others with the completion of financial transactions for securities and investment fund transfer and transaction services; trust and estate planning and management services; brokerage services, namely, acting as broker and dealer of equity and debt securities; investment management and financial advisory services for retirement plans and 401k plans; financial planning strategy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial goals and financial independence; providing information and advice to align personal financial strategies and planning with life goals; implementing and monitoring financial planning strategies to achieve life goals
