U.S. federal trademark · Serial No. 75698609 · Reg. No. 2501268
educational services, namely, conducting seminars and workshops in the fields of investment, finance, financial planning, portfolio management, retirement planning, money management, investment strategy, and asset allocation
brokerage services in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, options, and indices of any of them; investment services in the fields of securities, stocks, money market funds, bonds, mutual funds, commodities, futures, options, and indices of any of them; investment advice in the fields of securities, stocks, bonds, mutual funds, money market funds, commodities, futures, and options; securities brokerage account services that feature interest bearing money market funds whose shares are available for automatic investment and redemption, access to cash, and margin loans; debit card services; check writing services; cash management account services; fixed income investment services; electronic funds transfer and payment services; providing finance, investment, financial planning and investment strategy information; retirement account investment services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.