U.S. federal trademark · Serial No. 90609483 · Reg. No. 6690009
Educational services, namely, providing online newsletters and conducting seminars and programs in the field of financial services
Financial services, namely, wealth management services, investment management, portfolio development and investment planning; financial planning and advisory services; financial consulting; financial retirement planning; [ financial risk management planning; financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; ] insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information [ ; security brokerage ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.