U.S. federal trademark · Serial No. 97086529 · Reg. No. 2094519
Educational services, namely, providing courses of instruction, seminars, workshops, and conferences featuring subject matter related to financial information, management, advisory, and analysis; Educational services, namely, providing courses of instruction, seminars, workshops, and conferences featuring subject matter related to business finance, business management, business advisory and business analysis; Educational services, namely, providing online and offline training in the form of courses of instruction, seminars, workshops, and conferences featuring subject matter related to financial information, management, advisory, and analysis; Educational services, namely, providing courses of instruction, seminars, workshops, and conferences for financial advisors featuring subject matter related to financial information, management, advisory, and analysis; Educational services, namely, providing courses of instruction, seminars, workshops, and conferences featuring subject matter related to financial information, management, advisory and analysis, and financial forms; Educational services, namely, providing courses of instruction, seminars, workshops, and conferences featuring subject matter related to the preparation, provision, and administration of psychological assessments; Educational services, namely, providing courses of instruction, seminars, workshops, and conferences featuring subject matter related to management and improvement of client interaction; Business training in the field of customer services skills development in order to improve the provision of client based services
Financial consultancy services; Financial advisory services; Financial management; Financial research; Provision of financial information; Financial affairs, namely, financial information, management, advisory, and analysis services; Financial risk assessment services; Financial services, namely, financial information, management, advisory, and analysis services
Providing temporary use of online non-downloadable software designed to facilitate financial advisors' understanding of their client's personal objectives and assist in providing financial advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.