U.S. federal trademark · Serial No. 90133325 · Reg. No. 6321105
Education and entertainment services, namely, providing online programs in the form of videos, webinars, seminars, and podcasts in the field of financial planning and advice; Education and entertainment services, namely, providing online quizzes in the nature of analyzing financial and retirement goals of others
Financial services, namely, providing consultation and assistance regarding retirement accounts and plans, personal savings accounts, life insurance, wills and estate planning, gift planning and annuities, wealth management, tax planning, and asset protection; Financial management; Financial services, namely, wealth management, risk consultation, investment advice; Financial planning for retirement; Providing a website featuring financial advice; Financial portfolio management; Financial services, namely, strategic wealth advisory services in the field of wealth management planning for individuals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.