U.S. federal trademark · Serial No. 98277699
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and research services; Financial information and advisory services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Insurance brokerage services; providing a website featuring educational information in the fields of financial retirement, presonal wealth management, and insurance
Educational services, namely, providing classes, workshops, seminars, and seminars in the fields of financial retirement, personal wealth management, insurance, and business consulting; entertainment services, namely, providing non-downloadable educational podcasts in the fields of financial retirement, personal wealth management, insurance, and business consulting; on-line journals, namely, blogs featuring educational information in the fields of financial retirement, personal wealth management, insurance, and business consulting; providing educational on-line newsletters in the fields of financial retirement, personal wealth management, insurance, and business consulting; providing online non-downloadable educational videos in the fields of financial planning for retirement, personal wealth management, insurance, and business consulting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.