U.S. federal trademark · Serial No. 90513479 · Reg. No. 6816094
Personal financial planning and advisory services; financial services, namely, personal asset and investment management services; financial services, namely, personal asset and investment advisory services; personal wealth management and advisory services; financial planning for retirement, estate planning, and charitable giving
Education services, namely, providing online and live seminars, workshops, webinars, online content, podcasts, blogs, articles, and social media posts in the fields of financial planning, financial markets, and financial products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.