KOREN FINANCIAL SERVICES

What this means for you

Not registered yet, but its 05 Nov 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

99479922

Mark type

Stylized text

Filed

05 Nov 2025

Goods and services

• Class 036 — Insurance and financial services: On-line financial planning services; Financial services, namely, mortgage refinancing; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, mortgage planning; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Financial research and information services; 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; Financial services, namely, investment fund transfer and transaction services; Strategic financial advisory services; Financial portfolio analysis services; Financial planning and investment advisory services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial retirement plan consulting services; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Financial investment brokerage services; Financial services, namely, conducting an online exchange of interest rate products via the internet and intranet systems; Financial services, namely, wealth management services; Financial services, namely, commodity trading and managed futures advisory and management services; Financial analysis and research services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, dealing in securities as a market maker and in trading commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Family office services in the nature of financial wealth management services; Financial wealth management services; Providing financial risk assessment services; Financial securities brokerage services; Reinsurance financial services in the nature of providing an investment option available for annuity products; Financial advisory services; Providing financial advisory services; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial services in the nature of providing an investment option available for life insurance products

Owner

• Davyd Fytsyk Kravets, Brighton, VT, US

Prosecution history

• 24 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 24 Mar 2026 — NON-FINAL ACTION E-MAILED
• 24 Mar 2026 — NON-FINAL ACTION WRITTEN
• 18 Mar 2026 — ASSIGNED TO EXAMINER
• 11 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 05 Nov 2025 — APPLICATION FILING RECEIPT MAILED
• 05 Nov 2025 — NEW APPLICATION ENTERED