U.S. federal trademark · Serial No. 87174505
Educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial advisory and consultancy services, financial portfolio management, investment consultation and management services, estate planning services, and insurance services, and distribution of training materials in connection therewith; On-line journals, namely, blogs featuring information, non-downloadable instruction guides and tips related to financial advisory and consultancy services, financial portfolio management, investment consultation and management services, estate planning services, and insurance services; Life coaching services in the field of business management, financial literacy and management, personal development, time management, work-life balance, priority, and management, software usage, and leadership
Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advisory and consultancy services; Financial portfolio management; Investment consultation; Estate planning; Insurance services, namely, underwriting, issuance and administration of long-term care insurance, life insurance, and disability insurance; Providing investors with financial information
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.