U.S. federal trademark · Serial No. 99766689
Coaching in the field of financial services
On-line financial planning services; Brokerage advisory services relating to insurance
Software as a service (SAAS) services featuring software for financial services advisor productivity and client management; Providing online non-downloadable virtual assistant software using artificial intelligence (AI) for financial services; Providing a website featuring non-downloadable software using artificial intelligence (AI) for financial services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.