U.S. federal trademark · Serial No. 85396191 · Reg. No. 4463101
arranging and conducting educational courses, seminars, workshops, conferences and classes in the fields of financial management and business management; arranging and conducting educational conferences in the fields of financial management and business management
Financial services, namely, advice relating to investments, asset management, cash management, charitable monetary giving through financial and estate planning; financial analysis and consultation, financial planning consultation, financial portfolio management, financial research and financial risk management; investment fund transfer and transaction services; assisting others with the completion of financial transactions for stocks, bonds, securities and equities; investment management; investment services, namely, asset acquisition, consultation, development and management services; financial management and consulting services; providing financial information; financial analysis and consultation; finance consulting; analysis services, namely, financial analysis; consulting in the field of financial information management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.