U.S. federal trademark · Serial No. 99571707
Providing consumer information in the field of professional financial services and investment consultant services via a website; Business administration services in the field of the employee wellness industry, namely, business administration advisory services provided to businesses engaged in offering financial wellness programs for employers, financial institutions and state and local government agencies
Education services, namely, providing seminars and workshops in the field of insurance and wealth management; Providing online non-downloadable tutorial e-books in the field of personal wealth; Personal coaching services in the field of wealth management; Educational and entertainment services, namely, providing motivational speaking services in the field of personal wealth; Education services, namely, mentoring in the field of personal wealth; Educational services, namely, developing curriculum for others in the field of personal wealth; Providing a website featuring resources, namely, a website featuring non-downloadable publications in the nature of articles and workbooks in the field of personal wealth; Educational services, namely, providing online instruction in the field of wealth management and financial investing via an online website; Professional coaching services in the field of wealth management and financial investing; Providing on-line courses of instruction in the field of wealth management and financial investing via a website; Providing on-line videos featuring wealth management and financial investing, not downloadable; Educational services, namely, conducting training courses in the field of financial investment management, financial asset management, and financial portfolio management, and distribution of course and educational materials in connection therewith; Providing online non-downloadable videos in the field of personal finance, financial wellness, financial literacy and financial education; Providing on-line non-downloadable articles in the field of personal finance, financial wellness, financial literacy and financial education; Providing a web site featuring non-downloadable instructional videos in the field of personal finance, financial wellness, financial literacy and financial education; Providing a website featuring non-downloadable articles in the field of personal finance, financial wellness, financial literacy and financial education; Education services, namely, providing live and on-line workshops in the field of personal finance, financial literacy, and financial wellness and distribution of educational materials in connection therewith; Education services, providing online non-downloadable videos, articles, photographs, images, audio recordings, video recordings, and webinars in the field of personal finance, financial literacy, and financial wellness
Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, financial portfolio management and financial portfolio analysis services
Software as a service (SAAS) services featuring software for financial planning and private wealth management; Software as a service (SAAS) services featuring software for estate planning; Software as a service (SAAS) services featuring software for facilitating investment advising services; Software as a service (SAAS) services featuring software for displaying a dashboard used for financial modeling and projections; Platform as a service (PAAS) featuring proprietary computer software platforms for providing investment advice generated using recommendations of registered investment advisers and investment adviser groups
Downloadable audio and video recordings featuring personal financial information, financial wellness, financial literacy and financial education; Downloadable written articles in the field of personal finance, financial wellness, financial literacy and financial education; Downloadable educational publications, namely, worksheets and analysis reports in the field of personal finance, financial wellness, financial literacy and financial education; Downloadable educational publications, namely, printable educational presentation materials in the field of personal finance, financial wellness, financial literacy and financial education
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.