U.S. federal trademark · Serial No. 90238686 · Reg. No. 6497399
Education services, namely, providing seminars, webcasts, live workshops, and online workshops focused on financial planning, portfolio management, wealth management, financial advisory services, retirement planning, estates and trusts, life insurance, investing, investment management, charitable giving, brokerage accounts, and trading in securities, and other financial investment vehicles, disability insurance, budgeting, debt investment, and credit repair and restoration
Financial services, namely, retirement planning, retirement income planning, budget planning, college funding planning, personalized strategy planning for financial independence, money management strategy planning, and succession planning; advising business and individuals on issues of portfolio planning and investment planning; estate planning; financial administration of retirement plans; financial retirement plan consulting services; financial services, namely, wealth management services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, credit repair and restoration;Financial services, namely, credit repair and restoration; and Financial services, namely, consulting and informing clients regarding insurance plans, group and individual insurance in fields of employee benefit plans and finance, loan refinancing, long term care, financial savings strategy, disability income insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.