U.S. federal trademark · Serial No. 87105044 · Reg. No. 5164658
Downloadable educational course materials in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility; Downloadable podcasts in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility; Downloadable e-books in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility
Advice relating to investments; Financial research; Financial research and information services; Financial analysis and research services; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial investment analysis and stock research; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Advice relating to investments; Financial consulting services, namely, expert analysis in finance; Financial information provided by electronic means in the field of finance, retirement planning, investments, investing, saving for retirement, insurance, tax planning, and fiduciary responsibility; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Information, advisory, consultancy and research services relating to finance and investments; Information, advisory, consultancy and research services relating to finance and investments; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of finance; Providing information in the field of personal finance; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.