GleanMark

INSIGHT WEALTH STRATEGIES, LLC Trademark

INSIGHT WEALTH STRATEGIES, LLC is a USPTO trademark filed by Insight Wealth Strategies, LLC. Status: Registered.

Trademark Facts

MarkINSIGHT WEALTH STRATEGIES, LLC
Serial Number87911290
Registration Number5647313
StatusRegistered
Filing Date2018-05-08
Registration Date2019-01-08
Mark TypeCombined
Nice Classes036 (Financial Services)
OwnerInsight Wealth Strategies, LLC
Prosecution Events20
Latest Event8.OK on 2024-07-24

Goods & Services

Class 036: Financial advisory services, namely, advice relating to investments, income, expenses, and estate planning; Capital investment consultation; Commodity investment advice; Equity capital investment; Financial investment in the field of wealth management; Financial services in the nature of comprehensive financial planning; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment clubs; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Mutual fund investment; Real estate investment

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