U.S. federal trademark · Serial No. 85415554 · Reg. No. 4319600
Educational services, namely, conducting classes, workshops, seminars and conferences in the field of investments; and distributing course materials in connection therewith
Financial management services; financial planning; financial and investment advisory services; financial portfolio management; insurance agency and brokerage services; real estate investment services; real estate management services; real estate agency and brokerage services; security and commodity brokerage and commodity dealer services; financial services, namely, money lending services; underwriting securities; financial research and analysis in the field of investments and financial planning; providing information in the nature of industry news and trends related to investments and financial planning; financial services, namely, providing investment account information by means of the Internet; providing personalized investment information, investment account management by means of wireless communication devices and by means of the Internet; managing, tracking and reporting stock, commodity and foreign exchange, purchase and sale transactions; providing stock and commodity exchange data and information; retirement income financial and investment planning, retirement account management service and tracking progress of retirement plans in the nature of financial advice in the field of retirement plans; and financial sponsorships in the fields of the cultural arts and non-profit organizations; providing a website featuring information in the fields of financial management, financial planning and investments; consulting services in the fields of financial management, financial planning and investments
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.