U.S. federal trademark · Serial No. 99858271
Educational services, namely, providing workshops, seminars, and classes in the fields of financial planning, retirement planning, investment management, and wealth management
On-line financial planning services; Financial planning and investment advisory services; Financial retirement plan consulting services; Investment advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, retirement planning and wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.