U.S. federal trademark · Serial No. 97338038 · Reg. No. 7444151
Business training services, namely, training services provided as seminars and webinars in the fields of financial advising, financial consultation, investment advising, investment portfolio advising, and insurance brokerage; Business education services, namely, education services provided as seminars and webinars in the fields of financial advising, financial consultation, investment advising, investment portfolio advising, and insurance brokerage
Financial advisory services, namely, advisory services in the fields of wealth management, retirement planning, life insurance, mutual funds, annuities, investments, health insurance, disability income insurance, and charitable giving; Financial consulting services, namely, consultation in the fields of wealth management, retirement planning, life insurance, mutual funds, annuities, investments, health insurance, disability income insurance, and charitable giving; Investment advisory services, namely, the analysis of securities, advice and recommendations on securities, expert advisory on portfolio creation, management of the assets of others, management of investment portfolios of others, and the purchase and sale of investments on behalf of others; Investment portfolio services, namely, financial advisory and consultation, and investment advisory services related to the creation and management of investment portfolios and the investment of funds for others; Insurance brokerage services, namely, advising and consulting others in the field of insurance and obtaining insurance for others
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.