U.S. federal trademark · Serial No. 88225551
Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of financial planning and wealth management; Education services, namely, providing on-line courses, webinars and panel discussions in the field of financial planning and wealth management; Education services, namely, providing panel discussions in the field of financial planning and wealth management strategies; Education services, namely, providing classes, workshops, and panel discussions in the field of wealth management and financial services; Education services, namely, providing classes, workshops, and panel discussions in the field of wealth management and financial services and providing curricula in connection therewith; Production and distribution of videos in the field of financial planning and wealth management; Providing education courses in the field of financial planning and wealth management offered through online, non-downloadable videos and instructor assistance; Providing education in the field of financial planning and wealth management strategies rendered through video conference
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, creating customized financial planning strategies for achieving wealth management success; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning and investment advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.