Trademark Overview
On Friday, December 27, 2024, a trademark application was filed for THE RETIREMENT WIZ with the United States Patent and Trademark Office. The USPTO has given the THE RETIREMENT WIZ trademark a serial number of 98925120. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, December 27, 2024. The THE RETIREMENT WIZ trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Advice on finance during retirement; Annuity services, namely, account and investment administration; Estate planning; Estate trust planning; Financial administration of retirement plans; Financial administration of retirement plans; Financial consultancy services; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account services; Insurance consultation; Insurance consulting in the field of life, health, and disability insurance; Investment advice in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment consultation in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment management in the fields of retirement, qualified accounts, insurance, annuities, and estate planning; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Mutual fund advisory services; Providing informati...
Business consultancy; Business consulting, management, and planning services in the field of retirement, qualified accounts, insurance, annuities, and estate planning; Business planning; Business strategic planning services; Providing business management information in connection with consulting and advisory services in the field of strategic planning
