U.S. federal trademark · Serial No. 97819374
Financial advice and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial management; Financial management in the field of investment portfolios; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services
Educational services, namely, providing classes, courses, webinars, seminars, conferences, and workshops in the fields of wealth management, finance, financial planning, investment and income distribution plans, retirement, estate planning, investing, wealth development and generation; Entertainment and educational services, namely, the presentation of seminars, workshops and panel discussions, and ongoing television and radio shows all in the field of wealth management and finance; On-line video journals, namely, vlogs featuring nondownloadable videos in the field of wealth management, finance, financial planning, investment and income distribution plans, retirement, estate planning, investing, wealth development and generation; Providing a website featuring blogs and non-downloadable publications in the nature of articles, brochures, blog posts, and videos in the field(s) of wealth management, finance, financial planning, investment and income distribution plans, retirement, estate planning, investing, wealth development and generation; Providing a website featuring entertainment information; Providing information about education via a website; Providing information, news, and commentary in the field of current events via the Internet; Providing online non-downloadable videos in the field of wealth management, finance, financial planning, investment and income distribution plans, retirement, estate planning, investing, wealth development and generation; Training courses in strategic planning relating to advertising, promotion, marketing and business; Training services in the field of wealth management, finance, financial planning, investment and income distribution plans, retirement, estate planning, investing, wealth development and generation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.