U.S. federal trademark · Serial No. 98176696 · Reg. No. 7605044
Financial consulting and advisory services; Investment consulting, management and advisory services; Financial services, namely, wealth management services; Personal financial planning, financial asset management, and investment advisory services; Financial planning and management; Financial investment and retirement plan services and consulting
Providing temporary use of online, non-downloadable software for personal financial planning, personal financial management, and personal investment planning; providing temporary use of online, non-downloadable software for users to create personalized plans for financial wellness; Providing temporary use of online, non-downloadable software for financial goal setting and tracking, budgeting, money management, recording and tracking financial transactions; Providing temporary use of online, non-downloadable software for providing education content in the field of financial wellness
Educational services, namely, providing online non-downloadable articles, online non-downloadable study guides, worksheets, booklets, and one-on-one online non-downloadable video instruction in the field of personal finance; Educational services, namely, providing online non-downloadable articles, online non-downloadable study guides, worksheets, booklets, and one-on-one online non-downloadable video instruction in the field of financial wellness
Business consulting and advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.