U.S. federal trademark · Serial No. 90617603 · Reg. No. 6913990
Financial services, namely, wealth management services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning consultation; On-line financial planning services; Financial advice, namely, budget planning; Financial consultation, namely, advising businesses and individuals on issues of portfolio planning and investment planning; Financial administration of retirement plans; Financial retirement plan consulting services; Financial management of employee pension plans; Providing information in the field of employee financial benefit plans
Providing education courses in the field of financial planning and wealth management offered through online, non-downloadable videos and instructor assistance; Education services, namely, providing online courses, one on one mentorships, and workshops in the fields of financial planning and wealth management; Educational services, namely, conducting online courses, one on one mentorships, and workshops in the field of financial planning and wealth management and distribution of course materials in connection therewith in printed or electronic format; providing online non-downloadable e-books, worksheets, and planners in the fields of financial planning and wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.