Serial Number
87257079
Owner
WADDELL & REED, INC.Attorney
Timothy J. LydenFirst Use Date
Jun 3, 2015
Filing Date
Dec 5, 2016
TAKING PLANNING PERSONALLY Trademark
Serial Number: 87257079 • Registration: 5240896
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
December 5, 2016
Registration Date
July 11, 2017
First Use Anywhere
June 3, 2015
First Use in Commerce
June 3, 2015
Published for Opposition
April 25, 2017
Cancellation Date
January 26, 2024
Goods & Services
Financial services, namely, advice relating to investments, asset management, and cash management; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; personalized portfolio offerings comprised of both separate accounts and mutual funds for equity and fixed income investment; investment advisory services; investment of funds for others; distribution of shares of investment companies and other pooled investment vehicles, namely, mutual funds and variable insurance funds; distribution of retirement, life insurance, disability and variable annuity products; insurance brokerage
