U.S. federal trademark · Serial No. 85957501 · Reg. No. 4474682
Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products
Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors
Educational services, namely, providing training courses in financial planning and marketing; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics
[ Sound recordings featuring financial sales and marketing techniques ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.