U.S. federal trademark · Serial No. 76287881 · Reg. No. 2816069
Financial Planning, Financial Research, Financial Analysis and Consultation, Financial Management, Financial Portfolio Management, Investment Planning, Personal Financial Planning, Financial Planning and advice in the field of wealth management, Investment Advice, Financial planning services in the fields of insurance planning, estate planning, retirement planning, and education planning
Accounting Services, Bookkeeping, Tax Preparation, Tax Consulting, Business Research, Business Marketing, namely, dissemination of advertising matter, Conducting Marketing Studies, Business Management Consulting, Business Consultation, Payroll Preparation, Business Marketing Consultation Services, Human Resources Recruiting Services
Educational Services, namely, conducting seminars in the field of financial planning and business management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.