U.S. federal trademark · Serial No. 87620681
Providing online, non-downloadable newsletters in the field of business, finance, investment and money management; Educational services, namely, conducting classes, seminars, conferences and workshops in the fields of business, finance, investment, money management and financial planning
Business succession planning for financial advisors
Financial services in the nature of wealth management services, namely, asset administration, management, investment, and financial planning for others; Financial and investment services, namely, asset acquisition, asset utilization, and asset allocation services for others; Financial investment for others in the fields of securities, mutual funds, and annuities; Advice relating to investments; providing financial information in the fields of business, finance, investment, money management and financial planning via a global computer information network; Financial retirement plan consulting services, namely, financial retirement trust management services
Downloadable electronic newsletters in the field of business, finance, investment and money management
Newsletters in the field of business, finance, investment and money management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.