Trademark Overview
On Monday, December 2, 2024, a trademark application was filed for SHIFT FINANCIAL PLANNING with the United States Patent and Trademark Office. The USPTO has given the SHIFT FINANCIAL PLANNING trademark a serial number of 98880988. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, December 2, 2024. The SHIFT FINANCIAL PLANNING trademark is filed in the Insurance & Financial Services category with the following description:
Financial advice, namely, budget planning; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, financial planning services for individuals, families, and businesses towards financial organization, cash flow planning, and budgeting as well as portfolio investment analysis and management; Financial portfolio analysis services; Financial portfolio management; Management of portfolios of transferable securities; Management of securities portfolios
