U.S. federal trademark · Serial No. 99762445
banking consultation; brokerage services in the field of securities and commodities investing; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; financial consultancy; financial consultation in the field of charitable giving; financial consulting services in the field of planned giving for non-profit and charitable organizations; financial planning consultation; financial retirement plan consulting services; investment consultancy; training in the field of financial advising; financial trust planning
training services in the field of financial advising services; educational services, namely, mentoring in the field of financial advising services; entertainment services, namely, providing podcasts in the fields of banking, financial investment, and financial advising
business management consulting, strategic planning and business advisory services provided to financial advisors; financial management in the field of investment portfolios; marketing services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.