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 - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, April 15, 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
