Trademark Overview
On Tuesday, April 15, 2025, a trademark application was filed for MEET THE PORTFOLIO MANAGER with the United States Patent and Trademark Office. The USPTO has given the MEET THE PORTFOLIO MANAGER trademark a serial number of 99138216. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Wednesday, September 10, 2025. This trademark is owned by Moran Wealth Management, LLC. The MEET THE PORTFOLIO MANAGER trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information
