U.S. federal trademark · Serial No. 85813185
Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Conducting workshops and seminars in financial life planning and behavioral finance; Educational services, namely, conducting webinars on-line, seminars, classes, and workshops in the field of financial planning and distribution of course material in connection therewith; Workshops and seminars in the field of financial life planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.