U.S. federal trademark · Serial No. 87704747
Providing on-line publications in the nature of brochures, booklets, magazines, and newsletters in the field of financial, estate, insurance, investment, asset management, retirement planning and tax planning services; Educational services, namely, conducting classes and seminars and public speaking conference sessions in relation to financial, estate, insurance, investment, asset management, retirement planning and tax planning services
Financial planning services; Investment and financial asset management, tracking and analysis; Financial portfolio management; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment services; Investment advisory services; Investment consultation services for institution and individual investors; Insurance consultation; Insurance brokerage; Estate Planning; Financial retirement plan consulting services; Estate trust management; Financial analysis and consultation; Financial valuations; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment services, namely, offering exchange traded fund products
Downloadable electronic publications in the nature of brochures, booklets, magazines, and newsletters in the field of financial, estate, insurance, investment, asset management, retirement planning and tax planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.