KOREN INVESTMENTS Trademark

Trademark Overview


On Wednesday, November 5, 2025, a trademark application was filed for KOREN INVESTMENTS with the United States Patent and Trademark Office. The USPTO has given the KOREN INVESTMENTS trademark a serial number of 99479915. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, November 5, 2025. The KOREN INVESTMENTS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, mortgage planning; 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; Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Strategic financial advisory services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial counseling services...
koren investments

General Information


Serial Number99479915
Word MarkKOREN INVESTMENTS
Filing DateWednesday, November 5, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, November 5, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, mortgage planning; 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; Electronic financial service for the purchase of savings bonds; Financial services in the nature of an investment security; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Strategic financial advisory services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial counseling services, namely, helping others build a better working relationship with their money; Financial securities exchange services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial investment brokerage services; Insurance and financial information and consultancy services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; Financial retirement plan consulting services; Family office services in the nature of financial wealth management services; Financial wealth management services; Financial securities brokerage services; Financial risk assessment services; Financial research and equity research brokerage services; Financial advisory services; Financial services in the nature of providing an investment option available for life insurance products

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, November 5, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressBrighton, VT 05846

Trademark Events


Event DateEvent Description
Wednesday, November 5, 2025NEW APPLICATION ENTERED
Wednesday, November 5, 2025APPLICATION FILING RECEIPT MAILED