U.S. federal trademark · Serial No. 90823807
Financial services, namely, wealth management, financial planning, alternative investments, portfolio management, budget planning and selecting financial advisors; mutual fund investment services; retirement fund investment services; investment management services; providing personalized consulting investment information, investment account management, and securities brokerage services
Educational services, namely, conducting classes, workshops, seminars and conferences in the fields of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online workshops in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online newsletters in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors; online publications in the field of wealth management, account management, financial planning, alternative investments, budget planning, retirement fund investments, and selecting financial advisors
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.