U.S. federal trademark · Serial No. 99203139
Financial advice and consultancy services; Providing a web site featuring personal financial information and financial advice; Providing information in the field of wealth management; Investment advice; Financial planning and investment advisory services; Fiduciary services, namely, fiduciary representative services
Educational services, namely, providing educational speakers in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management; Educational services, namely, providing presentations, classes, seminars, lectures, workshops, and panel discussions in the fields of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management
Printed publications, namely, newsletters, bulletins, brochures, booklets and teaching materials in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management; Printed publications, namely, informational books in the field of financial advice related to investment advice, investment management, financial planning, fiduciary consulting, fiduciary management and wealth management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.